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 | $148,334 | $67,606+119.4% | $82,313+80.2% | $70,131+111.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 22.84% | 21.57%+1.3pp | 25.88%-3.0pp | 73.14%-50.3pp |
| Employer contribution / active EE | $5,136 | $1,755+192.7% | $2,428+111.5% | $2,342+119.3% |
| Participant deferral / active EE | $4,017 | $2,987+34.5% | $3,706+8.4% | $3,332+20.6% |
| Admin fee / account holder | $8,579 | $4,512+90.1% | $5,608+53.0% | $4,645+84.7% |