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 | $146,212 | $96,557+51.4% | $80,975+80.6% | $273,961-46.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 9.11% | 15.14%-6.0pp | 17.10%-8.0pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,403 | $4,868-9.6% | $3,714+18.5% | $4,869-9.6% |
| Participant deferral / active EE | $13,081 | $6,598+98.3% | $5,696+129.6% | $5,287+147.4% |
| Admin fee / account holder | $10,459 | $7,492+39.6% | $5,516+89.6% | $10,132+3.2% |