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 | $112,802 | $49,227+129.1% | $70,449+60.1% | $79,858+41.3% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 22.03% | 30.06%-8.0pp | 109.03%-87.0pp | 31.71%-9.7pp |
| Employer contribution / active EE | $6,472 | $2,099+208.3% | $2,737+136.5% | $2,471+161.9% |
| Participant deferral / active EE | $6,002 | $2,768+116.8% | $3,709+61.8% | $3,740+60.5% |
| Admin fee / account holder | $7,616 | $2,878+164.6% | $3,845+98.1% | $5,306+43.5% |