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 | $190,165 | $117,841+61.4% | $102,423+85.7% | $145,922+30.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 76.5%+23.5pp | 80.3%+19.7pp |
| Annual return | 9.52% | 31.65%-22.1pp | 29.32%-19.8pp | 561.29%-551.8pp |
| Employer contribution / active EE | $2,813 | $3,615-22.2% | $3,023-7.0% | $4,660-39.6% |
| Participant deferral / active EE | $8,174 | $5,731+42.6% | $5,053+61.8% | $6,688+22.2% |
| Admin fee / account holder | $40,064 | $13,326+200.6% | $9,451+323.9% | $13,397+199.0% |