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 3-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 | $191,305 | $100,773+89.8% | $88,946+115.1% | $142,382+34.4% |
| Participation rate | 100.0% | 74.3%+25.7pp | 68.8%+31.2pp | 80.1%+19.9pp |
| Annual return | 21.68% | 70.18%-48.5pp | 57.82%-36.1pp | 217.08%-195.4pp |
| Employer contribution / active EE | $3,645 | $2,918+24.9% | $2,555+42.7% | $4,299-15.2% |
| Participant deferral / active EE | $13,675 | $5,230+161.4% | $4,581+198.5% | $6,507+110.1% |
| Admin fee / account holder | $6,295 | $9,693-35.1% | $8,261-23.8% | $12,624-50.1% |