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 | $169,252 | $118,450+42.9% | $98,439+71.9% | $139,434+21.4% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 21.47% | 18.94%+2.5pp | 21.16%+0.3pp | 372.94%-351.5pp |
| Employer contribution / active EE | $2,592 | $3,609-28.2% | $3,048-15.0% | $4,751-45.4% |
| Participant deferral / active EE | $6,284 | $5,392+16.5% | $4,738+32.6% | $6,710-6.3% |
| Admin fee / account holder | $330 | $14,026-97.6% | $8,948-96.3% | $11,403-97.1% |