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 | $187,862 | $85,022+121.0% | $70,515+166.4% | $139,434+34.7% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 18.74% | 30.38%-11.6pp | 32.77%-14.0pp | 372.94%-354.2pp |
| Employer contribution / active EE | $13,112 | $3,909+235.4% | $2,973+341.0% | $4,751+176.0% |
| Participant deferral / active EE | $10,850 | $5,890+84.2% | $4,567+137.6% | $6,710+61.7% |
| Admin fee / account holder | $25,970 | $8,906+191.6% | $6,412+305.0% | $11,403+127.8% |