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 | $112,116 | $99,985+12.1% | $146,665-23.6% | $85,850+30.6% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 29.98% | 18.93%+11.0pp | 22.74%+7.2pp | 318.53%-288.6pp |
| Employer contribution / active EE | $6,977 | $2,559+172.7% | $4,136+68.7% | $2,565+172.0% |
| Participant deferral / active EE | $4,894 | $4,006+22.2% | $5,506-11.1% | $3,952+23.9% |
| Admin fee / account holder | $17,665 | $7,702+129.3% | $10,280+71.8% | $6,260+182.2% |