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 | $172,959 | $97,044+78.2% | $83,333+107.5% | $135,375+27.8% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 7.00% | 12.31%-5.3pp | 10.63%-3.6pp | 519.73%-512.7pp |
| Employer contribution / active EE | $9,560 | $4,143+130.8% | $3,379+183.0% | $4,779+100.1% |
| Participant deferral / active EE | $6,793 | $5,964+13.9% | $5,565+22.1% | $5,609+21.1% |
| Admin fee / account holder | $371 | $8,380-95.6% | $7,510-95.1% | $10,827-96.6% |