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 | $109,222 | $54,705+99.7% | $71,209+53.4% | $84,808+28.8% |
| Participation rate | 80.0% | 64.1%+15.9pp | 73.8%+6.2pp | 68.3%+11.7pp |
| Annual return | 13.56% | 35.90%-22.3pp | 282.51%-269.0pp | 40.90%-27.3pp |
| Employer contribution / active EE | $1,110 | $2,158-48.6% | $2,721-59.2% | $2,631-57.8% |
| Participant deferral / active EE | $3,898 | $3,030+28.6% | $4,175-6.6% | $4,212-7.4% |
| Admin fee / account holder | $16,882 | $4,863+247.1% | $5,349+215.6% | $7,344+129.9% |