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 | $135,592 | $66,402+104.2% | $109,895+23.4% | $85,850+57.9% |
| Participation rate | 100.0% | 63.9%+36.1pp | 74.2%+25.8pp | 69.3%+30.7pp |
| Annual return | 23.32% | 19.59%+3.7pp | 29.45%-6.1pp | 318.53%-295.2pp |
| Employer contribution / active EE | $4,014 | $1,687+137.9% | $2,842+41.2% | $2,565+56.5% |
| Participant deferral / active EE | $4,932 | $2,842+73.5% | $4,048+21.8% | $3,952+24.8% |
| Admin fee / account holder | $2,129 | $4,557-53.3% | $6,066-64.9% | $6,260-66.0% |