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 | $114,924 | $96,557+19.0% | $80,975+41.9% | $273,961-58.1% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 8.48% | 15.14%-6.7pp | 17.10%-8.6pp | 41.45%-33.0pp |
| Employer contribution / active EE | $8,029 | $4,868+64.9% | $3,714+116.2% | $4,869+64.9% |
| Participant deferral / active EE | $11,413 | $6,598+73.0% | $5,696+100.4% | $5,287+115.9% |
| Admin fee / account holder | $14,535 | $7,492+94.0% | $5,516+163.5% | $10,132+43.5% |