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 | $189,775 | $203,436-6.7% | $152,466+24.5% | $167,490+13.3% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.2%+21.8pp | 82.1%+17.9pp |
| Annual return | 17.97% | 13.80%+4.2pp | 757.33%-739.4pp | 478.56%-460.6pp |
| Employer contribution / active EE | $8,456 | $5,220+62.0% | $4,327+95.4% | $4,837+74.8% |
| Participant deferral / active EE | $15,627 | $6,716+132.7% | $5,820+168.5% | $6,341+146.4% |
| Admin fee / account holder | $906 | $22,506-96.0% | $15,805-94.3% | $12,309-92.6% |