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 | $170,116 | $127,264+33.7% | $109,895+54.8% | $167,490+1.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.2%+25.8pp | 82.1%+17.9pp |
| Annual return | 15.81% | 22.97%-7.2pp | 29.45%-13.6pp | 478.56%-462.7pp |
| Employer contribution / active EE | $18,818 | $3,322+466.4% | $2,842+562.0% | $4,837+289.0% |
| Participant deferral / active EE | $11,386 | $4,514+152.2% | $4,048+181.3% | $6,341+79.6% |
| Admin fee / account holder | $18,982 | $7,114+166.8% | $6,066+212.9% | $12,309+54.2% |