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 | $196,225 | $106,515+84.2% | $96,683+103.0% | $139,434+40.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.99% | 38.43%-20.4pp | 35.69%-17.7pp | 372.94%-355.0pp |
| Employer contribution / active EE | $11,690 | $4,103+184.9% | $3,737+212.8% | $4,751+146.1% |
| Participant deferral / active EE | $11,398 | $5,454+109.0% | $4,878+133.7% | $6,710+69.9% |
| Admin fee / account holder | $8,407 | $7,877+6.7% | $6,730+24.9% | $11,403-26.3% |