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 | $232,293 | $142,405+63.1% | $115,157+101.7% | $152,861+52.0% |
| Participation rate | 100.0% | 82.4%+17.6pp | 75.9%+24.1pp | 82.4%+17.6pp |
| Annual return | 23.50% | 41.48%-18.0pp | 35.60%-12.1pp | 345.32%-321.8pp |
| Employer contribution / active EE | $8,650 | $4,010+115.7% | $3,179+172.1% | $4,762+81.6% |
| Participant deferral / active EE | $7,493 | $5,164+45.1% | $4,168+79.7% | $5,850+28.1% |
| Admin fee / account holder | $2,434 | $8,462-71.2% | $7,088-65.7% | $11,596-79.0% |