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 | $204,513 | $94,338+116.8% | $100,534+103.4% | $142,382+43.6% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 14.78% | 29.20%-14.4pp | 32.66%-17.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $5,631 | $4,237+32.9% | $4,346+29.6% | $4,299+31.0% |
| Participant deferral / active EE | $9,657 | $5,934+62.7% | $6,144+57.2% | $6,507+48.4% |
| Admin fee / account holder | $603 | $8,421-92.8% | $7,654-92.1% | $12,624-95.2% |