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 | $113,423 | $78,672+44.2% | $109,143+3.9% | $85,850+32.1% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 12.02% | 25.09%-13.1pp | 25.75%-13.7pp | 318.53%-306.5pp |
| Employer contribution / active EE | $2,655 | $2,735-2.9% | $3,722-28.7% | $2,565+3.5% |
| Participant deferral / active EE | $2,382 | $3,467-31.3% | $4,653-48.8% | $3,952-39.7% |
| Admin fee / account holder | $2,700 | $5,469-50.6% | $6,752-60.0% | $6,260-56.9% |