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 | $240,565 | $140,940+70.7% | $112,229+114.4% | $139,434+72.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 72.4%+27.6pp | 80.3%+19.7pp |
| Annual return | 12.36% | 32.71%-20.3pp | 30.20%-17.8pp | 372.94%-360.6pp |
| Employer contribution / active EE | $5,075 | $4,283+18.5% | $3,430+47.9% | $4,751+6.8% |
| Participant deferral / active EE | $10,972 | $5,874+86.8% | $4,798+128.7% | $6,710+63.5% |
| Admin fee / account holder | $2,765 | $9,954-72.2% | $7,748-64.3% | $11,403-75.7% |