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 | $157,224 | $103,376+52.1% | $87,100+80.5% | $152,861+2.9% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.9%+23.1pp | 82.4%+17.6pp |
| Annual return | 21.79% | 28.10%-6.3pp | 28.19%-6.4pp | 345.32%-323.5pp |
| Employer contribution / active EE | $3,777 | $3,220+17.3% | $2,521+49.8% | $4,762-20.7% |
| Participant deferral / active EE | $6,780 | $4,778+41.9% | $4,049+67.5% | $5,850+15.9% |
| Admin fee / account holder | $1,019 | $12,205-91.7% | $7,497-86.4% | $11,596-91.2% |