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 | $143,504 | $78,705+82.3% | $117,854+21.8% | $70,131+104.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 23.65% | 23.30%+0.4pp | 335.08%-311.4pp | 73.14%-49.5pp |
| Employer contribution / active EE | $3,209 | $2,223+44.3% | $3,786-15.3% | $2,342+37.0% |
| Participant deferral / active EE | $6,158 | $3,297+86.8% | $4,482+37.4% | $3,332+84.8% |
| Admin fee / account holder | $1,239 | $5,065-75.5% | $8,020-84.6% | $4,645-73.3% |