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 | $154,501 | $86,286+79.1% | $111,297+38.8% | $85,850+80.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 77.3%+22.7pp | 69.3%+30.7pp |
| Annual return | 24.17% | 19.99%+4.2pp | 54.65%-30.5pp | 318.53%-294.4pp |
| Employer contribution / active EE | $9,438 | $2,043+361.9% | $2,731+245.6% | $2,565+267.9% |
| Participant deferral / active EE | $6,752 | $3,641+85.5% | $4,487+50.5% | $3,952+70.9% |
| Admin fee / account holder | $5,985 | $8,188-26.9% | $7,964-24.8% | $6,260-4.4% |