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 | $77,148 | $51,175+50.8% | $70,515+9.4% | $75,163+2.6% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 21.27% | 30.02%-8.8pp | 32.77%-11.5pp | 160.62%-139.3pp |
| Employer contribution / active EE | $9,148 | $1,826+401.0% | $2,973+207.7% | $2,670+242.6% |
| Participant deferral / active EE | $11,320 | $2,849+297.3% | $4,567+147.9% | $4,125+174.4% |
| Admin fee / account holder | $9,941 | $4,091+143.0% | $6,412+55.0% | $5,651+75.9% |