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 | $192,945 | $100,773+91.5% | $88,946+116.9% | $142,382+35.5% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 13.70% | 70.18%-56.5pp | 57.82%-44.1pp | 217.08%-203.4pp |
| Employer contribution / active EE | $6,887 | $2,918+136.0% | $2,555+169.5% | $4,299+60.2% |
| Participant deferral / active EE | $12,081 | $5,230+131.0% | $4,581+163.7% | $6,507+85.7% |
| Admin fee / account holder | $15,112 | $9,693+55.9% | $8,261+82.9% | $12,624+19.7% |