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 | $134,271 | $83,477+60.8% | $125,175+7.3% | $72,985+84.0% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 27.56% | 25.78%+1.8pp | 43.79%-16.2pp | 81.00%-53.4pp |
| Employer contribution / active EE | $3,522 | $2,345+50.2% | $3,865-8.9% | $2,440+44.4% |
| Participant deferral / active EE | $6,451 | $3,585+79.9% | $4,937+30.7% | $3,607+78.8% |
| Admin fee / account holder | $5,267 | $5,517-4.5% | $9,702-45.7% | $5,124+2.8% |