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 | $229,439 | $46,869+389.5% | $122,332+87.6% | $70,131+227.2% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 26.34% | 24.22%+2.1pp | 30.27%-3.9pp | 73.14%-46.8pp |
| Employer contribution / active EE | $10,021 | $1,288+678.2% | $4,050+147.4% | $2,342+327.8% |
| Participant deferral / active EE | $6,550 | $2,166+202.4% | $3,287+99.3% | $3,332+96.6% |
| Admin fee / account holder | $10,032 | $3,322+202.0% | $5,478+83.1% | $4,645+116.0% |