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 | $184,969 | $96,484+91.7% | $75,886+143.7% | $152,861+21.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 69.3%+30.7pp | 82.4%+17.6pp |
| Annual return | 16.53% | 33.98%-17.5pp | 30.76%-14.2pp | 345.32%-328.8pp |
| Employer contribution / active EE | $14,555 | $3,309+339.8% | $2,500+482.1% | $4,762+205.6% |
| Participant deferral / active EE | $2,686 | $4,553-41.0% | $3,603-25.5% | $5,850-54.1% |
| Admin fee / account holder | $7,209 | $8,078-10.8% | $5,418+33.0% | $11,596-37.8% |