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 | $136,513 | $57,016+139.4% | $84,966+60.7% | $80,856+68.8% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 21.27% | 21.66%-0.4pp | 66.38%-45.1pp | 35.59%-14.3pp |
| Employer contribution / active EE | $7,693 | $1,798+328.0% | $2,727+182.1% | $2,755+179.3% |
| Participant deferral / active EE | $3,151 | $3,110+1.3% | $4,519-30.3% | $4,296-26.6% |
| Admin fee / account holder | $7,391 | $4,980+48.4% | $6,149+20.2% | $6,918+6.8% |