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 | $114,830 | $57,065+101.2% | $75,670+51.8% | $70,131+63.7% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 17.39% | 23.57%-6.2pp | 27.34%-10.0pp | 73.14%-55.7pp |
| Employer contribution / active EE | $3,060 | $1,817+68.5% | $2,352+30.1% | $2,342+30.6% |
| Participant deferral / active EE | $6,178 | $2,580+139.5% | $3,142+96.6% | $3,332+85.4% |
| Admin fee / account holder | $1,141 | $3,825-70.2% | $5,800-80.3% | $4,645-75.4% |