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 | $228,666 | $104,664+118.5% | $85,682+166.9% | $167,490+36.5% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 13.92% | 21.45%-7.5pp | 21.49%-7.6pp | 478.56%-464.6pp |
| Employer contribution / active EE | $25,093 | $3,337+652.0% | $2,618+858.3% | $4,837+418.7% |
| Participant deferral / active EE | $26,000 | $4,824+438.9% | $3,923+562.8% | $6,341+310.0% |
| Admin fee / account holder | $1,665 | $10,032-83.4% | $6,873-75.8% | $12,309-86.5% |