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 | $244,980 | $181,894+34.7% | $156,549+56.5% | $273,961-10.6% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 6.49% | 30.74%-24.2pp | 32.23%-25.7pp | 41.45%-35.0pp |
| Employer contribution / active EE | $8,142 | $6,248+30.3% | $5,501+48.0% | $4,869+67.2% |
| Participant deferral / active EE | $7,117 | $5,550+28.2% | $4,871+46.1% | $5,287+34.6% |
| Admin fee / account holder | $716 | $15,559-95.4% | $13,027-94.5% | $10,132-92.9% |