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 | $78,520+30.1% | $96,576+5.8% | $82,448+23.9% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 17.44% | 41.30%-23.9pp | 38.47%-21.0pp | 41.64%-24.2pp |
| Employer contribution / active EE | $3,785 | $2,630+43.9% | $3,553+6.5% | $2,551+48.4% |
| Participant deferral / active EE | $11,183 | $6,754+65.6% | $7,956+40.6% | $4,139+170.2% |
| Admin fee / account holder | $13,345 | $13,455-0.8% | $11,381+17.3% | $7,234+84.5% |