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 | $132,454 | $80,968+63.6% | $96,544+37.2% | $75,163+76.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 14.69% | 27.06%-12.4pp | 25.84%-11.2pp | 160.62%-145.9pp |
| Employer contribution / active EE | $6,471 | $2,282+183.6% | $2,965+118.3% | $2,670+142.4% |
| Participant deferral / active EE | $3,633 | $3,928-7.5% | $4,851-25.1% | $4,125-11.9% |
| Admin fee / account holder | $990 | $6,724-85.3% | $8,252-88.0% | $5,651-82.5% |