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 | $111,489 | $70,475+58.2% | $100,516+10.9% | $79,858+39.6% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 12.82% | 21.90%-9.1pp | 30.89%-18.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $6,990 | $2,165+222.9% | $3,418+104.5% | $2,471+182.9% |
| Participant deferral / active EE | $4,492 | $5,181-13.3% | $6,270-28.3% | $3,740+20.1% |
| Admin fee / account holder | $4,663 | $4,478+4.1% | $8,081-42.3% | $5,306-12.1% |