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 | $125,628 | $87,013+44.4% | $106,213+18.3% | $80,856+55.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 10.40% | 17.05%-6.7pp | 116.14%-105.7pp | 35.59%-25.2pp |
| Employer contribution / active EE | $8,000 | $2,395+234.0% | $3,171+152.2% | $2,755+190.4% |
| Participant deferral / active EE | $3,867 | $3,986-3.0% | $5,016-22.9% | $4,296-10.0% |
| Admin fee / account holder | $8,431 | $8,4310% | $11,033-23.6% | $6,918+21.9% |