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 | $192,471 | $210,408-8.5% | $153,485+25.4% | $145,922+31.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 11.04% | 13.37%-2.3pp | 15.65%-4.6pp | 561.29%-550.2pp |
| Employer contribution / active EE | $12,962 | $6,048+114.3% | $5,039+157.3% | $4,660+178.2% |
| Participant deferral / active EE | $10,172 | $7,975+27.5% | $6,757+50.5% | $6,688+52.1% |
| Admin fee / account holder | $666 | $19,419-96.6% | $12,724-94.8% | $13,397-95.0% |