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 | $106,920 | $67,606+58.2% | $82,313+29.9% | $70,131+52.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.19% | 21.57%-7.4pp | 25.88%-11.7pp | 73.14%-59.0pp |
| Employer contribution / active EE | $7,309 | $1,755+316.5% | $2,428+201.0% | $2,342+212.0% |
| Participant deferral / active EE | $4,640 | $2,987+55.4% | $3,706+25.2% | $3,332+39.3% |
| Admin fee / account holder | $18,159 | $4,512+302.5% | $5,608+223.8% | $4,645+290.9% |