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 | $146,830 | $118,450+24.0% | $98,439+49.2% | $139,434+5.3% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 18.46% | 18.94%-0.5pp | 21.16%-2.7pp | 372.94%-354.5pp |
| Employer contribution / active EE | $7,240 | $3,609+100.6% | $3,048+137.5% | $4,751+52.4% |
| Participant deferral / active EE | $6,413 | $5,392+18.9% | $4,738+35.4% | $6,710-4.4% |
| Admin fee / account holder | $2,594 | $14,026-81.5% | $8,948-71.0% | $11,403-77.2% |