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 | $156,931 | $109,359+43.5% | $162,163-3.2% | $72,985+115.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 26.49% | 25.46%+1.0pp | 115.59%-89.1pp | 81.00%-54.5pp |
| Employer contribution / active EE | $12,196 | $3,907+212.1% | $5,614+117.3% | $2,440+399.9% |
| Participant deferral / active EE | $19,081 | $5,481+248.1% | $7,298+161.5% | $3,607+429.0% |
| Admin fee / account holder | $15,133 | $7,972+89.8% | $10,843+39.6% | $5,124+195.3% |