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 | $132,656 | $99,341+33.5% | $84,750+56.5% | $273,961-51.6% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 18.45% | 22.93%-4.5pp | 22.78%-4.3pp | 41.45%-23.0pp |
| Employer contribution / active EE | $13,868 | $4,214+229.1% | $3,574+288.0% | $4,869+184.8% |
| Participant deferral / active EE | $6,602 | $4,269+54.6% | $3,712+77.9% | $5,287+24.9% |
| Admin fee / account holder | $5,294 | $6,644-20.3% | $5,332-0.7% | $10,132-47.7% |