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 | $146,711 | $80,717+81.8% | $154,803-5.2% | $84,808+73.0% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 13.50% | 37.96%-24.5pp | 58.88%-45.4pp | 40.90%-27.4pp |
| Employer contribution / active EE | $776 | $2,761-71.9% | $4,305-82.0% | $2,631-70.5% |
| Participant deferral / active EE | $8,172 | $3,303+147.4% | $5,540+47.5% | $4,212+94.0% |
| Admin fee / account holder | $6,311 | $6,746-6.5% | $14,329-56.0% | $7,344-14.1% |