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 | $112,255 | $69,207+62.2% | $64,056+75.2% | $139,434-19.5% |
| Participation rate | 80.0% | 75.6%+4.4pp | 72.3%+7.7pp | 80.3%-0.3pp |
| Annual return | 24.89% | 45.88%-21.0pp | 33.69%-8.8pp | 372.94%-348.0pp |
| Employer contribution / active EE | $7,735 | $3,182+143.1% | $2,747+181.6% | $4,751+62.8% |
| Participant deferral / active EE | $2,704 | $4,682-42.2% | $3,880-30.3% | $6,710-59.7% |
| Admin fee / account holder | $464 | $4,244-89.1% | $3,068-84.9% | $11,403-95.9% |