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 | $57,778 | $69,518-16.9% | $59,878-3.5% | $135,375-57.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | 12.26% | 7.94%+4.3pp | 3.46%+8.8pp | 519.73%-507.5pp |
| Employer contribution / active EE | $4,671 | $3,235+44.4% | $2,722+71.6% | $4,779-2.2% |
| Participant deferral / active EE | $7,227 | $4,206+71.8% | $3,402+112.4% | $5,609+28.9% |
| Admin fee / account holder | $6,521 | $5,734+13.7% | $3,590+81.6% | $10,827-39.8% |