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 | $177,903 | $91,037+95.4% | $71,671+148.2% | $147,584+20.5% |
| Participation rate | 100.0% | 76.1%+23.9pp | 68.7%+31.3pp | 82.8%+17.2pp |
| Annual return | 12.74% | 20.48%-7.7pp | 20.65%-7.9pp | 578.55%-565.8pp |
| Employer contribution / active EE | $2,447 | $3,327-26.5% | $2,460-0.5% | $4,876-49.8% |
| Participant deferral / active EE | $7,728 | $4,498+71.8% | $3,438+124.8% | $5,439+42.1% |
| Admin fee / account holder | $2,768 | $8,613-67.9% | $5,558-50.2% | $10,885-74.6% |