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 | $146,749 | $109,881+33.6% | $150,045-2.2% | $84,808+73.0% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 19.49% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.4pp |
| Employer contribution / active EE | $5,538 | $3,561+55.5% | $4,693+18.0% | $2,631+110.5% |
| Participant deferral / active EE | $9,620 | $6,636+45.0% | $7,997+20.3% | $4,212+128.4% |
| Admin fee / account holder | $2,522 | $8,568-70.6% | $13,435-81.2% | $7,344-65.7% |