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 | $138,443 | $152,460-9.2% | $118,746+16.6% | $147,584-6.2% |
| Participation rate | 100.0% | 82.3%+17.7pp | 78.3%+21.7pp | 82.8%+17.2pp |
| Annual return | 18.50% | 17.41%+1.1pp | 24.54%-6.0pp | 578.55%-560.1pp |
| Employer contribution / active EE | $7,619 | $5,046+51.0% | $4,193+81.7% | $4,876+56.2% |
| Participant deferral / active EE | $9,660 | $6,212+55.5% | $5,332+81.2% | $5,439+77.6% |
| Admin fee / account holder | $9,357 | $16,953-44.8% | $10,720-12.7% | $10,885-14.0% |