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 | $175,856 | $127,065+38.4% | $113,168+55.4% | $142,382+23.5% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 10.98% | 24.03%-13.1pp | 24.27%-13.3pp | 217.08%-206.1pp |
| Employer contribution / active EE | $6,417 | $3,442+86.4% | $2,975+115.7% | $4,299+49.3% |
| Participant deferral / active EE | $13,715 | $5,716+139.9% | $5,107+168.6% | $6,507+110.8% |
| Admin fee / account holder | $2,648 | $15,736-83.2% | $12,068-78.1% | $12,624-79.0% |