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 | $151,665 | $48,076+215.5% | $78,689+92.7% | $62,891+141.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 10.05% | 31.35%-21.3pp | 62.18%-52.1pp | 20.14%-10.1pp |
| Employer contribution / active EE | $14,621 | $2,015+625.7% | $2,851+412.9% | $2,281+541.0% |
| Participant deferral / active EE | $10,243 | $2,588+295.8% | $3,517+191.3% | $3,203+219.8% |
| Admin fee / account holder | $26,559 | $3,207+728.1% | $4,510+488.8% | $4,296+518.3% |