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 | $142,901 | $123,793+15.4% | $177,821-19.6% | $79,858+78.9% |
| Participation rate | 100.0% | 84.7%+15.3pp | 87.7%+12.3pp | 69.6%+30.4pp |
| Annual return | 22.68% | 22.82%-0.1pp | 48.32%-25.6pp | 31.71%-9.0pp |
| Employer contribution / active EE | $20,294 | $4,095+395.6% | $5,918+242.9% | $2,471+721.4% |
| Participant deferral / active EE | $14,754 | $5,956+147.7% | $7,714+91.3% | $3,740+294.5% |
| Admin fee / account holder | $4,527 | $7,243-37.5% | $12,427-63.6% | $5,306-14.7% |