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 | $194,603 | $98,240+98.1% | $82,313+136.4% | $147,584+31.9% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 16.71% | 30.85%-14.1pp | 25.88%-9.2pp | 578.55%-561.8pp |
| Employer contribution / active EE | $6,746 | $3,192+111.4% | $2,428+177.8% | $4,876+38.3% |
| Participant deferral / active EE | $10,040 | $4,383+129.1% | $3,706+170.9% | $5,439+84.6% |
| Admin fee / account holder | $12,308 | $8,563+43.7% | $5,608+119.5% | $10,885+13.1% |