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 | $50,259 | $157,256-68.0% | $141,162-64.4% | $152,861-67.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 82.5%+17.5pp | 82.4%+17.6pp |
| Annual return | 31.02% | 64.32%-33.3pp | 71.39%-40.4pp | 345.32%-314.3pp |
| Employer contribution / active EE | $12,832 | $5,261+143.9% | $4,735+171.0% | $4,762+169.5% |
| Participant deferral / active EE | $11,200 | $7,109+57.5% | $6,709+66.9% | $5,850+91.4% |
| Admin fee / account holder | $23,517 | $12,120+94.0% | $10,261+129.2% | $11,596+102.8% |