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 | $121,551 | $71,050+71.1% | $93,606+29.9% | $80,856+50.3% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 15.54% | 11.26%+4.3pp | 133.20%-117.7pp | 35.59%-20.1pp |
| Employer contribution / active EE | $3,306 | $1,564+111.4% | $2,420+36.6% | $2,755+20.0% |
| Participant deferral / active EE | $8,227 | $4,034+103.9% | $4,411+86.5% | $4,296+91.5% |
| Admin fee / account holder | $2,731 | $6,945-60.7% | $8,285-67.0% | $6,918-60.5% |