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 | $158,828 | $127,065+25.0% | $113,168+40.3% | $142,382+11.6% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 12.73% | 24.03%-11.3pp | 24.27%-11.5pp | 217.08%-204.3pp |
| Employer contribution / active EE | $4,401 | $3,442+27.9% | $2,975+47.9% | $4,299+2.4% |
| Participant deferral / active EE | $11,218 | $5,716+96.2% | $5,107+119.7% | $6,507+72.4% |
| Admin fee / account holder | $3,648 | $15,736-76.8% | $12,068-69.8% | $12,624-71.1% |