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 | $231,875 | $98,240+136.0% | $82,313+181.7% | $147,584+57.1% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.88% | 30.85%-10.0pp | 25.88%-5.0pp | 578.55%-557.7pp |
| Employer contribution / active EE | $7,791 | $3,192+144.1% | $2,428+220.8% | $4,876+59.8% |
| Participant deferral / active EE | $6,322 | $4,383+44.2% | $3,706+70.6% | $5,439+16.2% |
| Admin fee / account holder | $1,401 | $8,563-83.6% | $5,608-75.0% | $10,885-87.1% |