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 | $106,615 | $50,958+109.2% | $74,550+43.0% | $64,186+66.1% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | 0.93% | -1.86%+2.8pp | 32.53%-31.6pp | 7.63%-6.7pp |
| Employer contribution / active EE | $4,256 | $1,115+281.6% | $1,961+117.0% | $2,381+78.8% |
| Participant deferral / active EE | $5,350 | $2,301+132.5% | $3,108+72.1% | $3,470+54.2% |
| Admin fee / account holder | $863 | $4,223-79.6% | $5,060-82.9% | $4,888-82.4% |