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 | $158,454 | $94,338+68.0% | $100,534+57.6% | $142,382+11.3% |
| Participation rate | 100.0% | 81.7%+18.3pp | 80.6%+19.4pp | 80.1%+19.9pp |
| Annual return | 15.56% | 29.20%-13.6pp | 32.66%-17.1pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,863 | $4,237-32.4% | $4,346-34.1% | $4,299-33.4% |
| Participant deferral / active EE | $6,628 | $5,934+11.7% | $6,144+7.9% | $6,507+1.9% |
| Admin fee / account holder | $2,181 | $8,421-74.1% | $7,654-71.5% | $12,624-82.7% |