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 | $157,907 | $106,515+48.2% | $96,683+63.3% | $139,434+13.2% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.3%+25.7pp | 80.3%+19.7pp |
| Annual return | 15.17% | 38.43%-23.3pp | 35.69%-20.5pp | 372.94%-357.8pp |
| Employer contribution / active EE | $16,363 | $4,103+298.8% | $3,737+337.9% | $4,751+244.4% |
| Participant deferral / active EE | $3,025 | $5,454-44.5% | $4,878-38.0% | $6,710-54.9% |
| Admin fee / account holder | $1,558 | $7,877-80.2% | $6,730-76.9% | $11,403-86.3% |