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 | $91,256 | $60,022+52.0% | $88,946+2.6% | $84,808+7.6% |
| Participation rate | 100.0% | 57.8%+42.2pp | 68.8%+31.2pp | 68.3%+31.7pp |
| Annual return | 18.84% | 22.43%-3.6pp | 57.82%-39.0pp | 40.90%-22.1pp |
| Employer contribution / active EE | $6,096 | $1,703+258.0% | $2,555+138.6% | $2,631+131.7% |
| Participant deferral / active EE | $9,681 | $3,114+210.9% | $4,581+111.3% | $4,212+129.9% |
| Admin fee / account holder | $5,563 | $4,811+15.6% | $8,261-32.7% | $7,344-24.2% |