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 | $154,691 | $106,515+45.2% | $96,683+60.0% | $139,434+10.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.43% | 38.43%-26.0pp | 35.69%-23.3pp | 372.94%-360.5pp |
| Employer contribution / active EE | $20,777 | $4,103+406.4% | $3,737+456.0% | $4,751+337.3% |
| Participant deferral / active EE | $13,105 | $5,454+140.3% | $4,878+168.6% | $6,710+95.3% |
| Admin fee / account holder | $27,339 | $7,877+247.1% | $6,730+306.3% | $11,403+139.8% |