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 | $231,359 | $162,781+42.1% | $133,956+72.7% | $158,922+45.6% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 10.53% | 41.94%-31.4pp | 45.09%-34.6pp | 302.83%-292.3pp |
| Employer contribution / active EE | $8,556 | $4,975+72.0% | $3,919+118.3% | $4,761+79.7% |
| Participant deferral / active EE | $5,847 | $5,911-1.1% | $5,048+15.8% | $5,982-2.3% |
| Admin fee / account holder | $1,532 | $11,736-86.9% | $8,927-82.8% | $11,246-86.4% |