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 | $107,220 | $105,630+1.5% | $87,507+22.5% | $273,961-60.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 10.33% | 12.25%-1.9pp | 12.21%-1.9pp | 41.45%-31.1pp |
| Employer contribution / active EE | $1,921 | $3,141-38.8% | $2,550-24.7% | $4,869-60.5% |
| Participant deferral / active EE | $10,820 | $3,601+200.5% | $3,149+243.6% | $5,287+104.6% |
| Admin fee / account holder | $764 | $4,781-84.0% | $4,221-81.9% | $10,132-92.5% |