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 4-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 | $156,883 | $97,744+60.5% | $103,476+51.6% | $145,922+7.5% |
| Participation rate | 100.0% | 81.1%+18.9pp | 80.5%+19.5pp | 80.3%+19.7pp |
| Annual return | 26.37% | 25.41%+1.0pp | 23.90%+2.5pp | 561.29%-534.9pp |
| Employer contribution / active EE | $13,168 | $4,677+181.6% | $4,672+181.8% | $4,660+182.6% |
| Participant deferral / active EE | $23,450 | $6,603+255.1% | $6,623+254.1% | $6,688+250.6% |
| Admin fee / account holder | $20,518 | $12,515+63.9% | $9,413+118.0% | $13,397+53.2% |