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 | $179,538 | $105,859+69.6% | $90,160+99.1% | $147,584+21.7% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 20.50% | 37.63%-17.1pp | 34.88%-14.4pp | 578.55%-558.0pp |
| Employer contribution / active EE | $10,605 | $4,126+157.0% | $3,318+219.6% | $4,876+117.5% |
| Participant deferral / active EE | $8,317 | $5,733+45.1% | $5,288+57.3% | $5,439+52.9% |
| Admin fee / account holder | $7,229 | $8,046-10.2% | $5,943+21.6% | $10,885-33.6% |