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 | $147,586 | $98,240+50.2% | $82,313+79.3% | $147,5840% |
| Participation rate | 100.0% | 79.7%+20.3pp | 76.9%+23.1pp | 82.8%+17.2pp |
| Annual return | 19.81% | 30.85%-11.0pp | 25.88%-6.1pp | 578.55%-558.7pp |
| Employer contribution / active EE | $5,094 | $3,192+59.6% | $2,428+109.8% | $4,876+4.5% |
| Participant deferral / active EE | $1,730 | $4,383-60.5% | $3,706-53.3% | $5,439-68.2% |
| Admin fee / account holder | $356 | $8,563-95.8% | $5,608-93.7% | $10,885-96.7% |