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 | $176,036 | $148,978+18.2% | $200,582-12.2% | $84,808+107.6% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 18.22% | 28.16%-9.9pp | 42.33%-24.1pp | 40.90%-22.7pp |
| Employer contribution / active EE | $10,608 | $4,815+120.3% | $6,419+65.3% | $2,631+303.2% |
| Participant deferral / active EE | $13,364 | $7,142+87.1% | $9,331+43.2% | $4,212+217.3% |
| Admin fee / account holder | $2,995 | $13,977-78.6% | $16,305-81.6% | $7,344-59.2% |