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 | $182,059 | $94,752+92.1% | $112,887+61.3% | $139,434+30.6% |
| Participation rate | 100.0% | 81.3%+18.7pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 17.44% | 40.88%-23.4pp | 34.10%-16.7pp | 372.94%-355.5pp |
| Employer contribution / active EE | $6,093 | $4,625+31.7% | $4,563+33.5% | $4,751+28.3% |
| Participant deferral / active EE | $3,373 | $6,512-48.2% | $6,513-48.2% | $6,710-49.7% |
| Admin fee / account holder | $7,460 | $8,527-12.5% | $7,047+5.9% | $11,403-34.6% |