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 | $138,453 | $57,065+142.6% | $75,670+83.0% | $70,131+97.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 72.3%+27.7pp | 69.5%+30.5pp |
| Annual return | 20.62% | 23.57%-2.9pp | 27.34%-6.7pp | 73.14%-52.5pp |
| Employer contribution / active EE | $3,876 | $1,817+113.4% | $2,352+64.8% | $2,342+65.5% |
| Participant deferral / active EE | $3,347 | $2,580+29.7% | $3,142+6.5% | $3,332+0.4% |
| Admin fee / account holder | $2,567 | $3,825-32.9% | $5,800-55.7% | $4,645-44.7% |