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 | $171,921 | $95,803+79.5% | $113,168+51.9% | $84,808+102.7% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 15.17% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $4,513 | $2,360+91.2% | $2,975+51.7% | $2,631+71.5% |
| Participant deferral / active EE | $8,965 | $4,242+111.3% | $5,107+75.5% | $4,212+112.9% |
| Admin fee / account holder | $705 | $8,989-92.2% | $12,068-94.2% | $7,344-90.4% |