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 | $153,610 | $106,749+43.9% | $145,433+5.6% | $82,448+86.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.05% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $7,714 | $3,444+124.0% | $4,554+69.4% | $2,551+202.4% |
| Participant deferral / active EE | $10,056 | $6,519+54.3% | $7,897+27.3% | $4,139+142.9% |
| Admin fee / account holder | $1,758 | $8,390-79.0% | $13,129-86.6% | $7,234-75.7% |