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 | $142,114 | $110,257+28.9% | $96,544+47.2% | $139,434+1.9% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 18.78% | 26.32%-7.5pp | 25.84%-7.1pp | 372.94%-354.2pp |
| Employer contribution / active EE | $7,751 | $3,620+114.1% | $2,965+161.4% | $4,751+63.2% |
| Participant deferral / active EE | $9,048 | $5,548+63.1% | $4,851+86.5% | $6,710+34.8% |
| Admin fee / account holder | $1,801 | $11,591-84.5% | $8,252-78.2% | $11,403-84.2% |