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 | $229,530 | $176,812+29.8% | $146,665+56.5% | $167,490+37.0% |
| Participation rate | 100.0% | 83.6%+16.4pp | 80.1%+19.9pp | 82.1%+17.9pp |
| Annual return | 9.92% | 24.03%-14.1pp | 22.74%-12.8pp | 478.56%-468.6pp |
| Employer contribution / active EE | $10,928 | $5,160+111.8% | $4,136+164.2% | $4,837+125.9% |
| Participant deferral / active EE | $6,000 | $6,440-6.8% | $5,506+9.0% | $6,341-5.4% |
| Admin fee / account holder | $2,077 | $13,259-84.3% | $10,280-79.8% | $12,309-83.1% |