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 | $91,170 | $62,586+45.7% | $76,768+18.8% | $64,186+42.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 10.38% | -1.95%+12.3pp | 2.43%+8.0pp | 7.63%+2.7pp |
| Employer contribution / active EE | $7,493 | $1,832+309.0% | $2,485+201.5% | $2,381+214.7% |
| Participant deferral / active EE | $5,937 | $3,145+88.8% | $3,852+54.2% | $3,470+71.1% |
| Admin fee / account holder | $3,870 | $4,667-17.1% | $6,675-42.0% | $4,888-20.8% |