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 | $234,717 | $96,484+143.3% | $75,886+209.3% | $152,861+53.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 23.17% | 33.98%-10.8pp | 30.76%-7.6pp | 345.32%-322.1pp |
| Employer contribution / active EE | $7,344 | $3,309+121.9% | $2,500+193.7% | $4,762+54.2% |
| Participant deferral / active EE | $10,705 | $4,553+135.1% | $3,603+197.1% | $5,850+83.0% |
| Admin fee / account holder | $2,290 | $8,078-71.7% | $5,418-57.7% | $11,596-80.3% |