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 | $173,052 | $116,175+49.0% | $93,606+84.9% | $152,861+13.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 23.95% | 35.96%-12.0pp | 32.76%-8.8pp | 345.32%-321.4pp |
| Employer contribution / active EE | $16,471 | $3,218+411.8% | $2,718+506.0% | $4,762+245.9% |
| Participant deferral / active EE | $8,968 | $4,603+94.8% | $4,069+120.4% | $5,850+53.3% |
| Admin fee / account holder | $9,393 | $10,748-12.6% | $7,888+19.1% | $11,596-19.0% |