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 | $129,527 | $80,673+60.6% | $101,326+27.8% | $84,808+52.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 15.02% | 38.95%-23.9pp | 36.82%-21.8pp | 40.90%-25.9pp |
| Employer contribution / active EE | $6,439 | $2,698+138.7% | $3,665+75.7% | $2,631+144.7% |
| Participant deferral / active EE | $9,981 | $6,840+45.9% | $7,994+24.9% | $4,212+137.0% |
| Admin fee / account holder | $5,494 | $12,784-57.0% | $11,185-50.9% | $7,344-25.2% |