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 | $100,173 | $125,758-20.3% | $169,993-41.1% | $75,163+33.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 36.49% | 27.20%+9.3pp | 53.37%-16.9pp | 160.62%-124.1pp |
| Employer contribution / active EE | $2,650 | $4,615-42.6% | $6,785-60.9% | $2,670-0.7% |
| Participant deferral / active EE | $6,159 | $6,837-9.9% | $10,408-40.8% | $4,125+49.3% |
| Admin fee / account holder | $30,328 | $8,173+271.1% | $12,815+136.7% | $5,651+436.7% |