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 | $169,391 | $115,770+46.3% | $101,248+67.3% | $158,922+6.6% |
| Participation rate | 100.0% | 79.4%+20.6pp | 75.8%+24.2pp | 82.0%+18.0pp |
| Annual return | 26.99% | 56.14%-29.2pp | 46.47%-19.5pp | 302.83%-275.8pp |
| Employer contribution / active EE | $10,424 | $4,175+149.7% | $3,660+184.9% | $4,761+118.9% |
| Participant deferral / active EE | $4,502 | $4,957-9.2% | $4,370+3.0% | $5,982-24.7% |
| Admin fee / account holder | $9,944 | $7,245+37.3% | $5,945+67.3% | $11,246-11.6% |