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 | $119,102 | $60,892+95.6% | $82,389+44.6% | $84,808+40.4% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 20.62% | 37.29%-16.7pp | 28.67%-8.1pp | 40.90%-20.3pp |
| Employer contribution / active EE | $5,278 | $1,779+196.6% | $2,517+109.7% | $2,631+100.6% |
| Participant deferral / active EE | $10,612 | $3,179+233.9% | $4,155+155.4% | $4,212+152.0% |
| Admin fee / account holder | $6,326 | $5,467+15.7% | $7,231-12.5% | $7,344-13.9% |