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 | $117,136 | $77,503+51.1% | $100,391+16.7% | $80,856+44.9% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 13.62% | 37.20%-23.6pp | 49.20%-35.6pp | 35.59%-22.0pp |
| Employer contribution / active EE | $2,130 | $2,801-23.9% | $3,942-46.0% | $2,755-22.7% |
| Participant deferral / active EE | $7,287 | $6,820+6.8% | $8,082-9.8% | $4,296+69.6% |
| Admin fee / account holder | $9,404 | $5,897+59.5% | $7,899+19.0% | $6,918+35.9% |