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 | $144,247 | $106,515+35.4% | $96,683+49.2% | $139,434+3.5% |
| Participation rate | 89.5% | 77.8%+11.6pp | 74.3%+15.1pp | 80.3%+9.2pp |
| Annual return | 16.80% | 38.43%-21.6pp | 35.69%-18.9pp | 372.94%-356.1pp |
| Employer contribution / active EE | $9,740 | $4,103+137.4% | $3,737+160.7% | $4,751+105.0% |
| Participant deferral / active EE | $9,740 | $5,454+78.6% | $4,878+99.7% | $6,710+45.2% |
| Admin fee / account holder | $1,107 | $7,877-85.9% | $6,730-83.5% | $11,403-90.3% |