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 | $95,532 | $57,016+67.6% | $84,966+12.4% | $80,856+18.1% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 17.48% | 21.66%-4.2pp | 66.38%-48.9pp | 35.59%-18.1pp |
| Employer contribution / active EE | $2,121 | $1,798+18.0% | $2,727-22.2% | $2,755-23.0% |
| Participant deferral / active EE | $3,796 | $3,110+22.1% | $4,519-16.0% | $4,296-11.6% |
| Admin fee / account holder | $10,819 | $4,980+117.2% | $6,149+76.0% | $6,918+56.4% |