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 | $98,441 | $77,730+26.6% | $70,164+40.3% | $139,434-29.4% |
| Participation rate | 100.0% | 83.2%+16.8pp | 78.8%+21.2pp | 80.3%+19.7pp |
| Annual return | 26.70% | 18.98%+7.7pp | 18.87%+7.8pp | 372.94%-346.2pp |
| Employer contribution / active EE | $8,006 | $4,990+60.4% | $4,287+86.8% | $4,751+68.5% |
| Participant deferral / active EE | $8,446 | $6,448+31.0% | $5,395+56.5% | $6,710+25.9% |
| Admin fee / account holder | $6,978 | $5,368+30.0% | $4,561+53.0% | $11,403-38.8% |