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 | $183,463 | $135,952+34.9% | $123,892+48.1% | $273,961-33.0% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.53% | 56.63%-46.1pp | 47.52%-37.0pp | 41.45%-30.9pp |
| Employer contribution / active EE | $15,175 | $5,170+193.5% | $4,617+228.7% | $4,869+211.7% |
| Participant deferral / active EE | $10,400 | $6,343+64.0% | $5,984+73.8% | $5,287+96.7% |
| Admin fee / account holder | $833 | $9,817-91.5% | $8,357-90.0% | $10,132-91.8% |