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 | $149,650 | $59,101+153.2% | $77,163+93.9% | $75,163+99.1% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.6%+30.4pp | 67.2%+32.8pp |
| Annual return | 19.58% | 26.71%-7.1pp | 37.87%-18.3pp | 160.62%-141.0pp |
| Employer contribution / active EE | $9,427 | $1,995+372.5% | $2,535+271.9% | $2,670+253.1% |
| Participant deferral / active EE | $6,018 | $2,999+100.7% | $3,833+57.0% | $4,125+45.9% |
| Admin fee / account holder | $2,996 | $4,774-37.2% | $5,472-45.2% | $5,651-47.0% |