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 | $150,126 | $118,450+26.7% | $98,439+52.5% | $139,434+7.7% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 22.26% | 18.94%+3.3pp | 21.16%+1.1pp | 372.94%-350.7pp |
| Employer contribution / active EE | $1,755 | $3,609-51.4% | $3,048-42.4% | $4,751-63.1% |
| Participant deferral / active EE | $10,948 | $5,392+103.0% | $4,738+131.1% | $6,710+63.1% |
| Admin fee / account holder | $1,016 | $14,026-92.8% | $8,948-88.7% | $11,403-91.1% |