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 | $95,102 | $78,705+20.8% | $117,854-19.3% | $70,131+35.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 22.49% | 23.30%-0.8pp | 335.08%-312.6pp | 73.14%-50.6pp |
| Employer contribution / active EE | $3,224 | $2,223+45.0% | $3,786-14.8% | $2,342+37.6% |
| Participant deferral / active EE | $6,984 | $3,297+111.8% | $4,482+55.8% | $3,332+109.6% |
| Admin fee / account holder | $1,722 | $5,065-66.0% | $8,020-78.5% | $4,645-62.9% |