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 | $213,116 | $118,450+79.9% | $98,439+116.5% | $139,434+52.8% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 15.86% | 18.94%-3.1pp | 21.16%-5.3pp | 372.94%-357.1pp |
| Employer contribution / active EE | $13,202 | $3,609+265.8% | $3,048+333.1% | $4,751+177.9% |
| Participant deferral / active EE | $9,800 | $5,392+81.8% | $4,738+106.8% | $6,710+46.0% |
| Admin fee / account holder | $2,975 | $14,026-78.8% | $8,948-66.8% | $11,403-73.9% |