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 | $115,968 | $87,733+32.2% | $106,548+8.8% | $85,850+35.1% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 13.96% | 21.86%-7.9pp | 26.80%-12.8pp | 318.53%-304.6pp |
| Employer contribution / active EE | $7,815 | $2,073+277.0% | $2,819+177.2% | $2,565+204.7% |
| Participant deferral / active EE | $18,183 | $3,469+424.1% | $4,398+313.4% | $3,952+360.1% |
| Admin fee / account holder | $9,888 | $6,767+46.1% | $7,407+33.5% | $6,260+58.0% |