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 | $210,164 | $162,781+29.1% | $133,956+56.9% | $158,922+32.2% |
| Participation rate | 100.0% | 83.2%+16.8pp | 79.8%+20.2pp | 82.0%+18.0pp |
| Annual return | 12.09% | 41.94%-29.9pp | 45.09%-33.0pp | 302.83%-290.7pp |
| Employer contribution / active EE | $6,919 | $4,975+39.1% | $3,919+76.6% | $4,761+45.3% |
| Participant deferral / active EE | $11,283 | $5,911+90.9% | $5,048+123.5% | $5,982+88.6% |
| Admin fee / account holder | $10,234 | $11,736-12.8% | $8,927+14.6% | $11,246-9.0% |