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 | $105,387 | $70,428+49.6% | $96,562+9.1% | $85,850+22.8% |
| Participation rate | 85.7% | 61.8%+23.9pp | 69.8%+15.9pp | 69.3%+16.4pp |
| Annual return | 11.99% | 18.59%-6.6pp | 37.78%-25.8pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,058 | $1,413+45.6% | $2,356-12.7% | $2,565-19.8% |
| Participant deferral / active EE | $4,048 | $2,894+39.9% | $3,849+5.2% | $3,952+2.4% |
| Admin fee / account holder | $802 | $4,997-84.0% | $6,181-87.0% | $6,260-87.2% |