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 | $89,613 | $96,557-7.2% | $80,975+10.7% | $273,961-67.3% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 6.21% | 15.14%-8.9pp | 17.10%-10.9pp | 41.45%-35.2pp |
| Employer contribution / active EE | $7,961 | $4,868+63.5% | $3,714+114.3% | $4,869+63.5% |
| Participant deferral / active EE | $7,125 | $6,598+8.0% | $5,696+25.1% | $5,287+34.8% |
| Admin fee / account holder | $378 | $7,492-94.9% | $5,516-93.1% | $10,132-96.3% |