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 | $156,363 | $106,749+46.5% | $145,433+7.5% | $82,448+89.7% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 21.42% | 27.59%-6.2pp | 66.58%-45.2pp | 41.64%-20.2pp |
| Employer contribution / active EE | $14,810 | $3,444+330.0% | $4,554+225.2% | $2,551+480.6% |
| Participant deferral / active EE | $12,432 | $6,519+90.7% | $7,897+57.4% | $4,139+200.3% |
| Admin fee / account holder | $11,660 | $8,390+39.0% | $13,129-11.2% | $7,234+61.2% |