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 | $145,548 | $118,450+22.9% | $98,439+47.9% | $139,434+4.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 17.90% | 18.94%-1.0pp | 21.16%-3.3pp | 372.94%-355.0pp |
| Employer contribution / active EE | $12,926 | $3,609+258.1% | $3,048+324.1% | $4,751+172.1% |
| Participant deferral / active EE | $8,308 | $5,392+54.1% | $4,738+75.4% | $6,710+23.8% |
| Admin fee / account holder | $11,709 | $14,026-16.5% | $8,948+30.9% | $11,403+2.7% |