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 | $102,133 | $80,673+26.6% | $101,326+0.8% | $84,808+20.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.44% | 38.95%-21.5pp | 36.82%-19.4pp | 40.90%-23.5pp |
| Employer contribution / active EE | $3,785 | $2,698+40.3% | $3,665+3.3% | $2,631+43.9% |
| Participant deferral / active EE | $11,183 | $6,840+63.5% | $7,994+39.9% | $4,212+165.5% |
| Admin fee / account holder | $13,345 | $12,784+4.4% | $11,185+19.3% | $7,344+81.7% |