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 | $118,255 | $87,013+35.9% | $106,213+11.3% | $80,856+46.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 24.18% | 17.05%+7.1pp | 116.14%-92.0pp | 35.59%-11.4pp |
| Employer contribution / active EE | $2,121 | $2,395-11.4% | $3,171-33.1% | $2,755-23.0% |
| Participant deferral / active EE | $4,129 | $3,986+3.6% | $5,016-17.7% | $4,296-3.9% |
| Admin fee / account holder | $435 | $8,431-94.8% | $11,033-96.1% | $6,918-93.7% |