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 | $147,221 | $60,349+143.9% | $74,183+98.5% | $62,891+134.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.76% | 21.37%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $13,638 | $1,680+711.7% | $2,370+475.4% | $2,281+497.9% |
| Participant deferral / active EE | $8,437 | $2,856+195.4% | $3,550+137.7% | $3,203+163.4% |
| Admin fee / account holder | $5,995 | $4,261+40.7% | $5,586+7.3% | $4,296+39.6% |