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 | $164,888 | $78,520+110.0% | $96,576+70.7% | $82,448+100.0% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 18.96% | 41.30%-22.3pp | 38.47%-19.5pp | 41.64%-22.7pp |
| Employer contribution / active EE | $2,566 | $2,630-2.4% | $3,553-27.8% | $2,551+0.6% |
| Participant deferral / active EE | $6,328 | $6,754-6.3% | $7,956-20.5% | $4,139+52.9% |
| Admin fee / account holder | $4,263 | $13,455-68.3% | $11,381-62.5% | $7,234-41.1% |