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 | $106,128 | $77,419+37.1% | $69,455+52.8% | $152,861-30.6% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.4%+17.6pp |
| Annual return | 17.95% | 39.06%-21.1pp | 28.97%-11.0pp | 345.32%-327.4pp |
| Employer contribution / active EE | $1,144 | $3,315-65.5% | $2,779-58.8% | $4,762-76.0% |
| Participant deferral / active EE | $3,123 | $4,414-29.2% | $3,535-11.7% | $5,850-46.6% |
| Admin fee / account holder | $2,257 | $6,207-63.6% | $3,839-41.2% | $11,596-80.5% |