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 | $150,785 | $93,346+61.5% | $71,796+110.0% | $273,961-45.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 69.1%+30.9pp | 83.0%+17.0pp |
| Annual return | 8.48% | 130.39%-121.9pp | 78.04%-69.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $5,419 | $2,733+98.2% | $1,924+181.6% | $4,869+11.3% |
| Participant deferral / active EE | $9,279 | $3,475+167.0% | $2,794+232.1% | $5,287+75.5% |
| Admin fee / account holder | $3,055 | $6,571-53.5% | $4,815-36.6% | $10,132-69.9% |