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 | $177,951 | $884,045-79.9% | $453,369-60.7% | $167,490+6.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 78.0%+22.0pp | 82.1%+17.9pp |
| Annual return | 13.89% | 29.49%-15.6pp | 64.40%-50.5pp | 478.56%-464.7pp |
| Employer contribution / active EE | $7,896 | $5,538+42.6% | $4,070+94.0% | $4,837+63.2% |
| Participant deferral / active EE | $18,192 | $7,898+130.3% | $6,209+193.0% | $6,341+186.9% |
| Admin fee / account holder | $11,149 | $22,063-49.5% | $11,209-0.5% | $12,309-9.4% |