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 | $65,100 | $58,851+10.6% | $115,157-43.5% | $72,985-10.8% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 20.46% | 23.16%-2.7pp | 35.60%-15.1pp | 81.00%-60.5pp |
| Employer contribution / active EE | $4,557 | $1,798+153.4% | $3,179+43.3% | $2,440+86.8% |
| Participant deferral / active EE | $5,778 | $2,643+118.6% | $4,168+38.6% | $3,607+60.2% |
| Admin fee / account holder | $1,086 | $6,370-83.0% | $7,088-84.7% | $5,124-78.8% |