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 | $174,829 | $83,477+109.4% | $125,175+39.7% | $72,985+139.5% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.34% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.7pp |
| Employer contribution / active EE | $14,794 | $2,345+530.8% | $3,865+282.7% | $2,440+506.3% |
| Participant deferral / active EE | $5,534 | $3,585+54.3% | $4,937+12.1% | $3,607+53.4% |
| Admin fee / account holder | $26,026 | $5,517+371.7% | $9,702+168.3% | $5,124+407.9% |