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 | $134,784 | $61,605+118.8% | $112,229+20.1% | $75,163+79.3% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 17.07% | 28.47%-11.4pp | 30.20%-13.1pp | 160.62%-143.6pp |
| Employer contribution / active EE | $6,144 | $2,015+204.8% | $3,430+79.1% | $2,670+130.1% |
| Participant deferral / active EE | $4,309 | $3,108+38.6% | $4,798-10.2% | $4,125+4.4% |
| Admin fee / account holder | $1,561 | $4,862-67.9% | $7,748-79.9% | $5,651-72.4% |