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 | $113,396 | $227,553-50.2% | $189,557-40.2% | $167,490-32.3% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.4%+21.6pp | 82.1%+17.9pp |
| Annual return | 16.30% | 78.40%-62.1pp | 64.17%-47.9pp | 478.56%-462.3pp |
| Employer contribution / active EE | $8,855 | $5,316+66.6% | $4,412+100.7% | $4,837+83.1% |
| Participant deferral / active EE | $10,025 | $7,002+43.2% | $6,174+62.4% | $6,341+58.1% |
| Admin fee / account holder | $617 | $11,878-94.8% | $9,807-93.7% | $12,309-95.0% |