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 | $151,366 | $104,664+44.6% | $85,682+76.7% | $167,490-9.6% |
| Participation rate | 100.0% | 76.4%+23.6pp | 69.9%+30.1pp | 82.1%+17.9pp |
| Annual return | 12.46% | 21.45%-9.0pp | 21.49%-9.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $9,744 | $3,337+192.0% | $2,618+272.2% | $4,837+101.4% |
| Participant deferral / active EE | $8,034 | $4,824+66.5% | $3,923+104.8% | $6,341+26.7% |
| Admin fee / account holder | $4,775 | $10,032-52.4% | $6,873-30.5% | $12,309-61.2% |