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 | $110,278 | $72,277+52.6% | $101,248+8.9% | $79,858+38.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.31% | 22.30%-7.0pp | 46.47%-31.2pp | 31.71%-16.4pp |
| Employer contribution / active EE | $6,091 | $2,692+126.3% | $3,660+66.4% | $2,471+146.5% |
| Participant deferral / active EE | $4,619 | $3,282+40.8% | $4,370+5.7% | $3,740+23.5% |
| Admin fee / account holder | $730 | $4,400-83.4% | $5,945-87.7% | $5,306-86.2% |