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 | $220,325 | $142,405+54.7% | $115,157+91.3% | $152,861+44.1% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 20.99% | 41.48%-20.5pp | 35.60%-14.6pp | 345.32%-324.3pp |
| Employer contribution / active EE | $5,499 | $4,010+37.1% | $3,179+73.0% | $4,762+15.5% |
| Participant deferral / active EE | $11,502 | $5,164+122.7% | $4,168+175.9% | $5,850+96.6% |
| Admin fee / account holder | $8,298 | $8,462-1.9% | $7,088+17.1% | $11,596-28.4% |