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 7-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 | $190,953 | $142,405+34.1% | $115,157+65.8% | $152,861+24.9% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 21.49% | 41.48%-20.0pp | 35.60%-14.1pp | 345.32%-323.8pp |
| Employer contribution / active EE | $8,343 | $4,010+108.1% | $3,179+162.5% | $4,762+75.2% |
| Participant deferral / active EE | $12,259 | $5,164+137.4% | $4,168+194.1% | $5,850+109.5% |
| Admin fee / account holder | $17,738 | $8,462+109.6% | $7,088+150.3% | $11,596+53.0% |