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 | $101,322 | $85,022+19.2% | $70,515+43.7% | $139,434-27.3% |
| Participation rate | 100.0% | 73.9%+26.1pp | 68.3%+31.7pp | 80.3%+19.7pp |
| Annual return | 20.58% | 30.38%-9.8pp | 32.77%-12.2pp | 372.94%-352.4pp |
| Employer contribution / active EE | $3,397 | $3,909-13.1% | $2,973+14.3% | $4,751-28.5% |
| Participant deferral / active EE | $7,646 | $5,890+29.8% | $4,567+67.4% | $6,710+13.9% |
| Admin fee / account holder | $392 | $8,906-95.6% | $6,412-93.9% | $11,403-96.6% |