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 | $108,956 | $72,492+50.3% | $87,100+25.1% | $72,985+49.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 28.29% | 24.46%+3.8pp | 28.19%+0.1pp | 81.00%-52.7pp |
| Employer contribution / active EE | $3,843 | $1,894+102.9% | $2,521+52.4% | $2,440+57.5% |
| Participant deferral / active EE | $5,607 | $3,270+71.5% | $4,049+38.5% | $3,607+55.4% |
| Admin fee / account holder | $922 | $5,055-81.8% | $7,497-87.7% | $5,124-82.0% |