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 | $128,642 | $57,541+123.6% | $95,745+34.4% | $75,163+71.1% |
| Participation rate | 100.0% | 62.5%+37.5pp | 72.3%+27.7pp | 67.2%+32.8pp |
| Annual return | 17.00% | 34.93%-17.9pp | 28.35%-11.4pp | 160.62%-143.6pp |
| Employer contribution / active EE | $2,813 | $1,808+55.6% | $2,835-0.8% | $2,670+5.4% |
| Participant deferral / active EE | $11,100 | $3,074+261.1% | $4,245+161.5% | $4,125+169.1% |
| Admin fee / account holder | $1,848 | $4,099-54.9% | $5,678-67.4% | $5,651-67.3% |