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 | $103,652 | $77,503+33.7% | $100,391+3.2% | $80,856+28.2% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 16.87% | 37.20%-20.3pp | 49.20%-32.3pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,653 | $2,801+30.4% | $3,942-7.3% | $2,755+32.6% |
| Participant deferral / active EE | $7,035 | $6,820+3.1% | $8,082-13.0% | $4,296+63.8% |
| Admin fee / account holder | $311 | $5,897-94.7% | $7,899-96.1% | $6,918-95.5% |