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 | $72,936 | $49,227+48.2% | $70,449+3.5% | $79,858-8.7% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 69.6%+30.4pp |
| Annual return | 15.81% | 30.06%-14.3pp | 109.03%-93.2pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,909 | $2,099+38.6% | $2,737+6.3% | $2,471+17.7% |
| Participant deferral / active EE | $8,489 | $2,768+206.7% | $3,709+128.9% | $3,740+127.0% |
| Admin fee / account holder | $1,024 | $2,878-64.4% | $3,845-73.4% | $5,306-80.7% |