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 | $201,060 | $127,065+58.2% | $113,168+77.7% | $142,382+41.2% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.67% | 24.03%-8.4pp | 24.27%-8.6pp | 217.08%-201.4pp |
| Employer contribution / active EE | $6,876 | $3,442+99.8% | $2,975+131.1% | $4,299+59.9% |
| Participant deferral / active EE | $18,769 | $5,716+228.3% | $5,107+267.5% | $6,507+188.4% |
| Admin fee / account holder | $2,052 | $15,736-87.0% | $12,068-83.0% | $12,624-83.7% |