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 | $146,319 | $135,952+7.6% | $123,892+18.1% | $273,961-46.6% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 10.34% | 56.63%-46.3pp | 47.52%-37.2pp | 41.45%-31.1pp |
| Employer contribution / active EE | $6,667 | $5,170+29.0% | $4,617+44.4% | $4,869+36.9% |
| Participant deferral / active EE | $6,746 | $6,343+6.4% | $5,984+12.7% | $5,287+27.6% |
| Admin fee / account holder | $1,184 | $9,817-87.9% | $8,357-85.8% | $10,132-88.3% |