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 | $144,556 | $87,841+64.6% | $133,980+7.9% | $62,891+129.9% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 10.37% | 12.05%-1.7pp | 29.30%-18.9pp | 20.14%-9.8pp |
| Employer contribution / active EE | $13,502 | $3,483+287.7% | $5,211+159.1% | $2,281+492.0% |
| Participant deferral / active EE | $4,120 | $4,812-14.4% | $6,282-34.4% | $3,203+28.6% |
| Admin fee / account holder | $3,243 | $5,371-39.6% | $9,324-65.2% | $4,296-24.5% |