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 | $85,202 | $53,777+58.4% | $134,143-36.5% | $79,858+6.7% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 14.23% | 19.01%-4.8pp | 36.33%-22.1pp | 31.71%-17.5pp |
| Employer contribution / active EE | $2,619 | $1,321+98.2% | $3,704-29.3% | $2,471+6.0% |
| Participant deferral / active EE | $5,860 | $2,420+142.2% | $3,499+67.5% | $3,740+56.7% |
| Admin fee / account holder | $4,114 | $3,984+3.3% | $6,684-38.5% | $5,306-22.5% |