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 | $144,106 | $83,477+72.6% | $125,175+15.1% | $72,985+97.4% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 26.60% | 25.78%+0.8pp | 43.79%-17.2pp | 81.00%-54.4pp |
| Employer contribution / active EE | $1,299 | $2,345-44.6% | $3,865-66.4% | $2,440-46.8% |
| Participant deferral / active EE | $4,005 | $3,585+11.7% | $4,937-18.9% | $3,607+11.0% |
| Admin fee / account holder | $8,162 | $5,517+47.9% | $9,702-15.9% | $5,124+59.3% |