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 | $178,020 | $124,319+43.2% | $111,297+60.0% | $167,490+6.3% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | 9.35% | 37.44%-28.1pp | 54.65%-45.3pp | 478.56%-469.2pp |
| Employer contribution / active EE | $10,682 | $3,435+210.9% | $2,731+291.1% | $4,837+120.8% |
| Participant deferral / active EE | $7,199 | $5,180+39.0% | $4,487+60.4% | $6,341+13.5% |
| Admin fee / account holder | $4,128 | $10,618-61.1% | $7,964-48.2% | $12,309-66.5% |