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 | $97,668 | $109,881-11.1% | $150,045-34.9% | $84,808+15.2% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.40% | 28.25%-13.8pp | 62.55%-48.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $6,384 | $3,561+79.3% | $4,693+36.0% | $2,631+142.7% |
| Participant deferral / active EE | $5,625 | $6,636-15.2% | $7,997-29.7% | $4,212+33.6% |
| Admin fee / account holder | $4,511 | $8,568-47.4% | $13,435-66.4% | $7,344-38.6% |