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 | $115,251 | $65,685+75.5% | $57,179+101.6% | $273,961-57.9% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | 9.23% | 21.99%-12.8pp | 14.59%-5.4pp | 41.45%-32.2pp |
| Employer contribution / active EE | $21,290 | $3,279+549.4% | $2,682+693.7% | $4,869+337.3% |
| Participant deferral / active EE | $18,458 | $3,782+388.1% | $3,096+496.2% | $5,287+249.1% |
| Admin fee / account holder | $703 | $4,835-85.5% | $3,139-77.6% | $10,132-93.1% |