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 | $145,637 | $77,503+87.9% | $100,391+45.1% | $80,856+80.1% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 22.76% | 37.20%-14.4pp | 49.20%-26.4pp | 35.59%-12.8pp |
| Employer contribution / active EE | $4,629 | $2,801+65.3% | $3,942+17.4% | $2,755+68.0% |
| Participant deferral / active EE | $6,960 | $6,820+2.0% | $8,082-13.9% | $4,296+62.0% |
| Admin fee / account holder | $4,868 | $5,897-17.4% | $7,899-38.4% | $6,918-29.6% |