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 | $147,068 | $93,571+57.2% | $135,903+8.2% | $75,163+95.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 49.27% | 30.90%+18.4pp | 68.23%-19.0pp | 160.62%-111.3pp |
| Employer contribution / active EE | $3,357 | $3,537-5.1% | $4,856-30.9% | $2,670+25.8% |
| Participant deferral / active EE | $6,785 | $6,404+5.9% | $7,758-12.5% | $4,125+64.5% |
| Admin fee / account holder | $1,203 | $6,975-82.8% | $10,762-88.8% | $5,651-78.7% |