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 | $110,188 | $78,672+40.1% | $109,143+1.0% | $85,850+28.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 13.34% | 25.09%-11.7pp | 25.75%-12.4pp | 318.53%-305.2pp |
| Employer contribution / active EE | $7,489 | $2,735+173.8% | $3,722+101.2% | $2,565+191.9% |
| Participant deferral / active EE | $4,655 | $3,467+34.3% | $4,6530% | $3,952+17.8% |
| Admin fee / account holder | $1,674 | $5,469-69.4% | $6,752-75.2% | $6,260-73.3% |