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 | $192,312 | $102,616+87.4% | $81,983+134.6% | $158,922+21.0% |
| Participation rate | 100.0% | 75.5%+24.5pp | 69.2%+30.8pp | 82.0%+18.0pp |
| Annual return | 22.55% | 61.04%-38.5pp | 41.31%-18.8pp | 302.83%-280.3pp |
| Employer contribution / active EE | $7,431 | $3,240+129.3% | $2,498+197.5% | $4,761+56.1% |
| Participant deferral / active EE | $15,132 | $4,648+225.6% | $3,722+306.5% | $5,982+153.0% |
| Admin fee / account holder | $27,410 | $8,235+232.9% | $5,664+384.0% | $11,246+143.7% |