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 | $221,428 | $103,376+114.2% | $87,100+154.2% | $152,861+44.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 23.72% | 28.10%-4.4pp | 28.19%-4.5pp | 345.32%-321.6pp |
| Employer contribution / active EE | $21,301 | $3,220+561.4% | $2,521+744.8% | $4,762+347.3% |
| Participant deferral / active EE | $16,802 | $4,778+251.7% | $4,049+315.0% | $5,850+187.2% |
| Admin fee / account holder | $2,176 | $12,205-82.2% | $7,497-71.0% | $11,596-81.2% |