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 | $150,911 | $112,729+33.9% | $98,716+52.9% | $137,256+9.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.3%+30.7pp | 80.0%+20.0pp |
| Annual return | 12.12% | 38.48%-26.4pp | 31.81%-19.7pp | 220.34%-208.2pp |
| Employer contribution / active EE | $9,929 | $2,725+264.3% | $2,279+335.8% | $4,156+138.9% |
| Participant deferral / active EE | $13,741 | $4,640+196.1% | $4,048+239.5% | $6,407+114.5% |
| Admin fee / account holder | $718 | $10,129-92.9% | $8,703-91.8% | $12,270-94.1% |