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 | $101,213 | $93,571+8.2% | $135,903-25.5% | $75,163+34.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 19.52% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $5,270 | $3,537+49.0% | $4,856+8.5% | $2,670+97.4% |
| Participant deferral / active EE | $16,960 | $6,404+164.8% | $7,758+118.6% | $4,125+311.1% |
| Admin fee / account holder | $23,943 | $6,975+243.3% | $10,762+122.5% | $5,651+323.7% |