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 | $99,502 | $54,762+81.7% | $90,281+10.2% | $72,985+36.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 24.41% | 30.63%-6.2pp | 78.10%-53.7pp | 81.00%-56.6pp |
| Employer contribution / active EE | $4,388 | $2,092+109.7% | $2,854+53.7% | $2,440+79.8% |
| Participant deferral / active EE | $3,906 | $2,887+35.3% | $3,885+0.5% | $3,607+8.3% |
| Admin fee / account holder | $11,758 | $3,972+196.0% | $5,351+119.7% | $5,124+129.5% |