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 | $204,695 | $127,065+61.1% | $113,168+80.9% | $142,382+43.8% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 11.58% | 24.03%-12.4pp | 24.27%-12.7pp | 217.08%-205.5pp |
| Employer contribution / active EE | $7,777 | $3,442+125.9% | $2,975+161.4% | $4,299+80.9% |
| Participant deferral / active EE | $9,597 | $5,716+67.9% | $5,107+87.9% | $6,507+47.5% |
| Admin fee / account holder | $2,739 | $15,736-82.6% | $12,068-77.3% | $12,624-78.3% |