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 | $75,045 | $58,828+27.6% | $77,999-3.8% | $62,891+19.3% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 9.86% | 17.16%-7.3pp | 425.96%-416.1pp | 20.14%-10.3pp |
| Employer contribution / active EE | $3,574 | $1,672+113.8% | $2,470+44.7% | $2,281+56.7% |
| Participant deferral / active EE | $2,238 | $2,686-16.7% | $3,497-36.0% | $3,203-30.1% |
| Admin fee / account holder | $2,146 | $4,393-51.1% | $5,480-60.8% | $4,296-50.0% |