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 | $189,338 | $98,240+92.7% | $82,313+130.0% | $147,584+28.3% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 14.19% | 30.85%-16.7pp | 25.88%-11.7pp | 578.55%-564.4pp |
| Employer contribution / active EE | $13,490 | $3,192+322.6% | $2,428+455.5% | $4,876+176.6% |
| Participant deferral / active EE | $5,029 | $4,383+14.7% | $3,706+35.7% | $5,439-7.5% |
| Admin fee / account holder | $8,629 | $8,563+0.8% | $5,608+53.9% | $10,885-20.7% |