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 | $147,961 | $69,207+113.8% | $64,056+131.0% | $139,434+6.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 26.14% | 45.88%-19.7pp | 33.69%-7.5pp | 372.94%-346.8pp |
| Employer contribution / active EE | $3,718 | $3,182+16.8% | $2,747+35.4% | $4,751-21.7% |
| Participant deferral / active EE | $11,392 | $4,682+143.3% | $3,880+193.6% | $6,710+69.8% |
| Admin fee / account holder | $1,442 | $4,244-66.0% | $3,068-53.0% | $11,403-87.4% |