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 | $159,069 | $106,515+49.3% | $96,683+64.5% | $139,434+14.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 12.21% | 38.43%-26.2pp | 35.69%-23.5pp | 372.94%-360.7pp |
| Employer contribution / active EE | $14,189 | $4,103+245.8% | $3,737+279.7% | $4,751+198.7% |
| Participant deferral / active EE | $2,429 | $5,454-55.5% | $4,878-50.2% | $6,710-63.8% |
| Admin fee / account holder | $20,289 | $7,877+157.6% | $6,730+201.5% | $11,403+77.9% |