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 | $207,189 | $106,584+94.4% | $101,326+104.5% | $142,382+45.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.47% | 36.93%-20.5pp | 36.82%-20.3pp | 217.08%-200.6pp |
| Employer contribution / active EE | $11,595 | $3,956+193.1% | $3,665+216.3% | $4,299+169.7% |
| Participant deferral / active EE | $6,992 | $8,297-15.7% | $7,994-12.5% | $6,507+7.4% |
| Admin fee / account holder | $15,442 | $11,446+34.9% | $11,185+38.1% | $12,624+22.3% |