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 | $110,532 | $54,762+101.8% | $90,281+22.4% | $72,985+51.4% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 23.49% | 30.63%-7.1pp | 78.10%-54.6pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,718 | $2,092+77.7% | $2,854+30.3% | $2,440+52.4% |
| Participant deferral / active EE | $4,468 | $2,887+54.7% | $3,885+15.0% | $3,607+23.8% |
| Admin fee / account holder | $8,704 | $3,972+119.1% | $5,351+62.6% | $5,124+69.8% |