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 | $95,249 | $65,365+45.7% | $92,893+2.5% | $72,985+30.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 21.33% | 42.10%-20.8pp | 109.41%-88.1pp | 81.00%-59.7pp |
| Employer contribution / active EE | $6,251 | $2,594+141.0% | $3,653+71.1% | $2,440+156.2% |
| Participant deferral / active EE | $6,201 | $3,128+98.2% | $4,236+46.4% | $3,607+71.9% |
| Admin fee / account holder | $3,794 | $4,251-10.8% | $5,794-34.5% | $5,124-26.0% |