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 | $147,389 | $102,245+44.2% | $89,340+65.0% | $137,256+7.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.35% | 21.89%-7.5pp | 20.57%-6.2pp | 220.34%-206.0pp |
| Employer contribution / active EE | $4,827 | $2,529+90.9% | $2,231+116.3% | $4,156+16.1% |
| Participant deferral / active EE | $6,201 | $4,436+39.8% | $3,823+62.2% | $6,407-3.2% |
| Admin fee / account holder | $12,846 | $8,085+58.9% | $6,704+91.6% | $12,270+4.7% |