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 | $83,646 | $70,475+18.7% | $100,516-16.8% | $79,858+4.7% |
| Participation rate | 100.0% | 73.7%+26.3pp | 79.4%+20.6pp | 69.6%+30.4pp |
| Annual return | 18.83% | 21.90%-3.1pp | 30.89%-12.1pp | 31.71%-12.9pp |
| Employer contribution / active EE | $4,339 | $2,165+100.5% | $3,418+27.0% | $2,471+75.6% |
| Participant deferral / active EE | $8,364 | $5,181+61.4% | $6,270+33.4% | $3,740+123.6% |
| Admin fee / account holder | $1,933 | $4,478-56.8% | $8,081-76.1% | $5,306-63.6% |