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 | $155,968 | $83,477+86.8% | $125,175+24.6% | $72,985+113.7% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 36.04% | 25.78%+10.3pp | 43.79%-7.8pp | 81.00%-45.0pp |
| Employer contribution / active EE | $6,875 | $2,345+193.1% | $3,865+77.9% | $2,440+181.8% |
| Participant deferral / active EE | $4,318 | $3,585+20.4% | $4,937-12.5% | $3,607+19.7% |
| Admin fee / account holder | $3,289 | $5,517-40.4% | $9,702-66.1% | $5,124-35.8% |