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 | $144,296 | $117,841+22.4% | $102,423+40.9% | $145,922-1.1% |
| Participation rate | 93.8% | 78.6%+15.2pp | 76.5%+17.3pp | 80.3%+13.5pp |
| Annual return | 9.60% | 31.65%-22.0pp | 29.32%-19.7pp | 561.29%-551.7pp |
| Employer contribution / active EE | $11,422 | $3,615+216.0% | $3,023+277.8% | $4,660+145.1% |
| Participant deferral / active EE | $6,711 | $5,731+17.1% | $5,053+32.8% | $6,688+0.4% |
| Admin fee / account holder | $5,876 | $13,326-55.9% | $9,451-37.8% | $13,397-56.1% |