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 | $143,391 | $116,175+23.4% | $93,606+53.2% | $152,861-6.2% |
| Participation rate | 100.0% | 78.0%+22.0pp | 75.8%+24.2pp | 82.4%+17.6pp |
| Annual return | 20.24% | 35.96%-15.7pp | 32.76%-12.5pp | 345.32%-325.1pp |
| Employer contribution / active EE | $10,263 | $3,218+218.9% | $2,718+277.6% | $4,762+115.5% |
| Participant deferral / active EE | $4,500 | $4,603-2.3% | $4,069+10.6% | $5,850-23.1% |
| Admin fee / account holder | $8,774 | $10,748-18.4% | $7,888+11.2% | $11,596-24.3% |