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 | $98,220 | $65,041+51.0% | $90,951+8.0% | $79,858+23.0% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.0%+31.0pp | 69.6%+30.4pp |
| Annual return | 15.10% | 30.45%-15.4pp | 134.60%-119.5pp | 31.71%-16.6pp |
| Employer contribution / active EE | $2,416 | $1,247+93.7% | $2,122+13.8% | $2,471-2.2% |
| Participant deferral / active EE | $6,044 | $2,512+140.6% | $3,373+79.2% | $3,740+61.6% |
| Admin fee / account holder | $17,976 | $4,536+296.3% | $5,959+201.7% | $5,306+238.8% |