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 | $213,721 | $152,460+40.2% | $118,746+80.0% | $147,584+44.8% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 15.97% | 17.41%-1.4pp | 24.54%-8.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $7,651 | $5,046+51.6% | $4,193+82.5% | $4,876+56.9% |
| Participant deferral / active EE | $9,568 | $6,212+54.0% | $5,332+79.4% | $5,439+75.9% |
| Admin fee / account holder | $1,735 | $16,953-89.8% | $10,720-83.8% | $10,885-84.1% |