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 7-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 | $112,145 | $93,571+19.9% | $135,903-17.5% | $75,163+49.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 21.02% | 30.90%-9.9pp | 68.23%-47.2pp | 160.62%-139.6pp |
| Employer contribution / active EE | $10,665 | $3,537+201.6% | $4,856+119.6% | $2,670+299.5% |
| Participant deferral / active EE | $10,636 | $6,404+66.1% | $7,758+37.1% | $4,125+157.8% |
| Admin fee / account holder | $3,230 | $6,975-53.7% | $10,762-70.0% | $5,651-42.8% |