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 | $142,748 | $64,348+121.8% | $90,160+58.3% | $70,131+103.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.14% | 28.13%-11.0pp | 34.88%-17.7pp | 73.14%-56.0pp |
| Employer contribution / active EE | $9,483 | $2,046+363.6% | $3,318+185.8% | $2,342+304.9% |
| Participant deferral / active EE | $8,280 | $4,389+88.7% | $5,288+56.6% | $3,332+148.5% |
| Admin fee / account holder | $14,165 | $3,944+259.2% | $5,943+138.3% | $4,645+204.9% |