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 | $165,553 | $138,562+19.5% | $246,525-32.8% | $116,875+41.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 82.0%+18.0pp | 74.5%+25.5pp |
| Annual return | 12.68% | 16.14%-3.5pp | 0.46%+12.2pp | 16.29%-3.6pp |
| Employer contribution / active EE | $8,273 | $4,835+71.1% | $7,467+10.8% | $3,288+151.6% |
| Participant deferral / active EE | $4,073 | $4,207-3.2% | $5,422-24.9% | $3,885+4.8% |
| Admin fee / account holder | $10,426 | $18,110-42.4% | $16,551-37.0% | $12,263-15.0% |