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 | $74,124 | $56,897+30.3% | $84,750-12.5% | $62,891+17.9% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 9.44% | 6.30%+3.1pp | 22.78%-13.3pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,690 | $2,400+12.1% | $3,574-24.7% | $2,281+17.9% |
| Participant deferral / active EE | $4,117 | $2,709+52.0% | $3,712+10.9% | $3,203+28.6% |
| Admin fee / account holder | $798 | $3,581-77.7% | $5,332-85.0% | $4,296-81.4% |