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 | $178,416 | $127,777+39.6% | $106,548+67.5% | $167,490+6.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 76.1%+23.9pp | 82.1%+17.9pp |
| Annual return | 24.92% | 33.87%-9.0pp | 26.80%-1.9pp | 478.56%-453.6pp |
| Employer contribution / active EE | $7,027 | $3,427+105.1% | $2,819+149.3% | $4,837+45.3% |
| Participant deferral / active EE | $7,292 | $5,087+43.3% | $4,398+65.8% | $6,341+15.0% |
| Admin fee / account holder | $3,079 | $11,228-72.6% | $7,407-58.4% | $12,309-75.0% |