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 | $244,489 | $178,174+37.2% | $156,181+56.5% | $137,256+78.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.8%+21.2pp | 80.0%+20.0pp |
| Annual return | 12.39% | 84.19%-71.8pp | 64.87%-52.5pp | 220.34%-208.0pp |
| Employer contribution / active EE | $22,487 | $4,972+352.3% | $4,294+423.7% | $4,156+441.1% |
| Participant deferral / active EE | $4,540 | $6,888-34.1% | $6,132-26.0% | $6,407-29.1% |
| Admin fee / account holder | $8,697 | $17,404-50.0% | $14,586-40.4% | $12,270-29.1% |