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 | $81,464 | $80,717+0.9% | $154,803-47.4% | $84,808-3.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 38.96% | 37.96%+1.0pp | 58.88%-19.9pp | 40.90%-1.9pp |
| Employer contribution / active EE | $7,577 | $2,761+174.4% | $4,305+76.0% | $2,631+188.0% |
| Participant deferral / active EE | $8,519 | $3,303+157.9% | $5,540+53.8% | $4,212+102.3% |
| Admin fee / account holder | $1,250 | $6,746-81.5% | $14,329-91.3% | $7,344-83.0% |