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 | $138,120 | $106,515+29.7% | $96,683+42.9% | $139,434-0.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 17.18% | 38.43%-21.2pp | 35.69%-18.5pp | 372.94%-355.8pp |
| Employer contribution / active EE | $6,910 | $4,103+68.4% | $3,737+84.9% | $4,751+45.4% |
| Participant deferral / active EE | $29,378 | $5,454+438.7% | $4,878+502.2% | $6,710+337.8% |
| Admin fee / account holder | $601 | $7,877-92.4% | $6,730-91.1% | $11,403-94.7% |