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 | $185,922 | $106,515+74.5% | $96,683+92.3% | $139,434+33.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 19.87% | 38.43%-18.6pp | 35.69%-15.8pp | 372.94%-353.1pp |
| Employer contribution / active EE | $12,865 | $4,103+213.6% | $3,737+244.3% | $4,751+170.8% |
| Participant deferral / active EE | $8,759 | $5,454+60.6% | $4,878+79.6% | $6,710+30.5% |
| Admin fee / account holder | $7,393 | $7,877-6.1% | $6,730+9.9% | $11,403-35.2% |