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 | $237,640 | $106,515+123.1% | $96,683+145.8% | $139,434+70.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 13.83% | 38.43%-24.6pp | 35.69%-21.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $25,440 | $4,103+520.1% | $3,737+580.8% | $4,751+435.5% |
| Participant deferral / active EE | $3,670 | $5,454-32.7% | $4,878-24.8% | $6,710-45.3% |
| Admin fee / account holder | $6,506 | $7,877-17.4% | $6,730-3.3% | $11,403-42.9% |