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 | $107,037 | $71,050+50.7% | $93,606+14.3% | $80,856+32.4% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 12.09% | 11.26%+0.8pp | 133.20%-121.1pp | 35.59%-23.5pp |
| Employer contribution / active EE | $1,897 | $1,564+21.3% | $2,420-21.6% | $2,755-31.1% |
| Participant deferral / active EE | $3,191 | $4,034-20.9% | $4,411-27.7% | $4,296-25.7% |
| Admin fee / account holder | $1,312 | $6,945-81.1% | $8,285-84.2% | $6,918-81.0% |