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 6-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 | $90,090 | $80,717+11.6% | $154,803-41.8% | $84,808+6.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 16.32% | 37.96%-21.6pp | 58.88%-42.6pp | 40.90%-24.6pp |
| Employer contribution / active EE | $3,463 | $2,761+25.4% | $4,305-19.6% | $2,631+31.6% |
| Participant deferral / active EE | $9,501 | $3,303+187.6% | $5,540+71.5% | $4,212+125.6% |
| Admin fee / account holder | $24,906 | $6,746+269.2% | $14,329+73.8% | $7,344+239.2% |