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 | $110,753 | $113,339-2.3% | $94,993+16.6% | $147,584-25.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 17.95% | 20.77%-2.8pp | 27.12%-9.2pp | 578.55%-560.6pp |
| Employer contribution / active EE | $14,958 | $3,160+373.3% | $2,603+474.5% | $4,876+206.7% |
| Participant deferral / active EE | $6,583 | $3,777+74.3% | $3,317+98.5% | $5,439+21.0% |
| Admin fee / account holder | $13,523 | $6,063+123.1% | $4,960+172.6% | $10,885+24.2% |