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 | $168,567 | $108,825+54.9% | $156,181+7.9% | $82,448+104.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.37% | 20.59%-4.2pp | 64.87%-48.5pp | 41.64%-25.3pp |
| Employer contribution / active EE | $24,998 | $2,870+771.1% | $4,294+482.2% | $2,551+879.9% |
| Participant deferral / active EE | $9,738 | $4,577+112.7% | $6,132+58.8% | $4,139+135.3% |
| Admin fee / account holder | $23,392 | $9,341+150.4% | $14,586+60.4% | $7,234+223.4% |