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 | $135,089 | $85,022+58.9% | $70,515+91.6% | $139,434-3.1% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 13.85% | 30.38%-16.5pp | 32.77%-18.9pp | 372.94%-359.1pp |
| Employer contribution / active EE | $2,332 | $3,909-40.3% | $2,973-21.6% | $4,751-50.9% |
| Participant deferral / active EE | $15,454 | $5,890+162.4% | $4,567+238.4% | $6,710+130.3% |
| Admin fee / account holder | $5,775 | $8,906-35.2% | $6,412-9.9% | $11,403-49.4% |