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 | $94,775 | $80,717+17.4% | $154,803-38.8% | $84,808+11.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.04% | 37.96%-23.9pp | 58.88%-44.8pp | 40.90%-26.9pp |
| Employer contribution / active EE | $4,274 | $2,761+54.8% | $4,305-0.7% | $2,631+62.5% |
| Participant deferral / active EE | $5,120 | $3,303+55.0% | $5,540-7.6% | $4,212+21.6% |
| Admin fee / account holder | $1,197 | $6,746-82.3% | $14,329-91.6% | $7,344-83.7% |