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 | $106,526 | $70,428+51.3% | $96,562+10.3% | $85,850+24.1% |
| Participation rate | 96.3% | 61.8%+34.5pp | 69.8%+26.5pp | 69.3%+27.0pp |
| Annual return | 11.51% | 18.59%-7.1pp | 37.78%-26.3pp | 318.53%-307.0pp |
| Employer contribution / active EE | $4,140 | $1,413+193.0% | $2,356+75.7% | $2,565+61.4% |
| Participant deferral / active EE | $8,448 | $2,894+192.0% | $3,849+119.5% | $3,952+113.8% |
| Admin fee / account holder | $3,333 | $4,997-33.3% | $6,181-46.1% | $6,260-46.8% |