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 | $207,496 | $110,261+88.2% | $95,745+116.7% | $139,434+48.8% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 21.10% | 27.11%-6.0pp | 28.35%-7.3pp | 372.94%-351.8pp |
| Employer contribution / active EE | $22,946 | $3,257+604.5% | $2,835+709.5% | $4,751+383.0% |
| Participant deferral / active EE | $6,485 | $4,676+38.7% | $4,245+52.8% | $6,710-3.4% |
| Admin fee / account holder | $14,528 | $6,613+119.7% | $5,678+155.9% | $11,403+27.4% |