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 | $198,271 | $96,965+104.5% | $97,995+102.3% | $147,584+34.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 82.4%+17.6pp | 82.8%+17.2pp |
| Annual return | 12.66% | 24.11%-11.5pp | 23.94%-11.3pp | 578.55%-565.9pp |
| Employer contribution / active EE | $18,678 | $4,536+311.7% | $4,158+349.2% | $4,876+283.0% |
| Participant deferral / active EE | $9,341 | $5,081+83.9% | $5,097+83.3% | $5,439+71.8% |
| Admin fee / account holder | $1,506 | $8,120-81.5% | $5,943-74.7% | $10,885-86.2% |