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 | $154,617 | $65,696+135.4% | $56,429+174.0% | $147,584+4.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 80.0%+20.0pp | 82.8%+17.2pp |
| Annual return | 13.85% | 13.32%+0.5pp | 19.04%-5.2pp | 578.55%-564.7pp |
| Employer contribution / active EE | $10,962 | $4,121+166.0% | $3,405+221.9% | $4,876+124.8% |
| Participant deferral / active EE | $48,075 | $4,876+886.0% | $3,951+1116.7% | $5,439+783.9% |
| Admin fee / account holder | $4,814 | $5,947-19.0% | $4,466+7.8% | $10,885-55.8% |