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 | $180,558 | $90,503+99.5% | $78,689+129.5% | $273,961-34.1% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 8.73% | 75.60%-66.9pp | 62.18%-53.4pp | 41.45%-32.7pp |
| Employer contribution / active EE | $9,896 | $3,176+211.6% | $2,851+247.1% | $4,869+103.2% |
| Participant deferral / active EE | $6,466 | $3,901+65.7% | $3,517+83.9% | $5,287+22.3% |
| Admin fee / account holder | $9,860 | $5,263+87.3% | $4,510+118.6% | $10,132-2.7% |