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 | $150,952 | $113,339+33.2% | $94,993+58.9% | $147,584+2.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 24.01% | 20.77%+3.2pp | 27.12%-3.1pp | 578.55%-554.5pp |
| Employer contribution / active EE | $3,355 | $3,160+6.2% | $2,603+28.9% | $4,876-31.2% |
| Participant deferral / active EE | $11,713 | $3,777+210.1% | $3,317+253.1% | $5,439+115.4% |
| Admin fee / account holder | $364 | $6,063-94.0% | $4,960-92.7% | $10,885-96.7% |