See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $186,554 | $87,166+114.0% | $76,735+143.1% | $137,256+35.9% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 12.24% | 26.50%-14.3pp | 29.77%-17.5pp | 220.34%-208.1pp |
| Employer contribution / active EE | $5,176 | $2,904+78.2% | $2,454+110.9% | $4,156+24.6% |
| Participant deferral / active EE | $7,814 | $4,726+65.3% | $4,088+91.2% | $6,407+22.0% |
| Admin fee / account holder | $18,314 | $8,403+117.9% | $7,189+154.7% | $12,270+49.3% |