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 | $177,612 | $180,028-1.3% | $138,135+28.6% | $158,922+11.8% |
| Participation rate | 100.0% | 82.2%+17.8pp | 78.7%+21.3pp | 82.0%+18.0pp |
| Annual return | 24.25% | 21.68%+2.6pp | 20.51%+3.7pp | 302.83%-278.6pp |
| Employer contribution / active EE | $8,232 | $7,470+10.2% | $5,587+47.3% | $4,761+72.9% |
| Participant deferral / active EE | $15,833 | $7,717+105.2% | $6,431+146.2% | $5,982+164.7% |
| Admin fee / account holder | $1,615 | $17,912-91.0% | $11,856-86.4% | $11,246-85.6% |