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 | $151,886 | $113,339+34.0% | $94,993+59.9% | $147,584+2.9% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 11.76% | 20.77%-9.0pp | 27.12%-15.4pp | 578.55%-566.8pp |
| Employer contribution / active EE | $13,457 | $3,160+325.8% | $2,603+416.9% | $4,876+176.0% |
| Participant deferral / active EE | $11,526 | $3,777+205.2% | $3,317+247.5% | $5,439+111.9% |
| Admin fee / account holder | $1,070 | $6,063-82.4% | $4,960-78.4% | $10,885-90.2% |