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 | $132,818 | $57,016+132.9% | $84,966+56.3% | $80,856+64.3% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 12.46% | 21.66%-9.2pp | 66.38%-53.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,896 | $1,798+61.1% | $2,727+6.2% | $2,755+5.1% |
| Participant deferral / active EE | $5,437 | $3,110+74.8% | $4,519+20.3% | $4,296+26.6% |
| Admin fee / account holder | $1,250 | $4,980-74.9% | $6,149-79.7% | $6,918-81.9% |