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 | $161,223 | $106,584+51.3% | $101,326+59.1% | $142,382+13.2% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 16.98% | 36.93%-20.0pp | 36.82%-19.8pp | 217.08%-200.1pp |
| Employer contribution / active EE | $6,045 | $3,956+52.8% | $3,665+64.9% | $4,299+40.6% |
| Participant deferral / active EE | $13,040 | $8,297+57.2% | $7,994+63.1% | $6,507+100.4% |
| Admin fee / account holder | $924 | $11,446-91.9% | $11,185-91.7% | $12,624-92.7% |