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 | $104,547 | $80,968+29.1% | $96,544+8.3% | $75,163+39.1% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 21.74% | 27.06%-5.3pp | 25.84%-4.1pp | 160.62%-138.9pp |
| Employer contribution / active EE | $5,648 | $2,282+147.5% | $2,965+90.5% | $2,670+111.6% |
| Participant deferral / active EE | $8,515 | $3,928+116.8% | $4,851+75.5% | $4,125+106.4% |
| Admin fee / account holder | $1,747 | $6,724-74.0% | $8,252-78.8% | $5,651-69.1% |