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 | $92,852 | $92,985-0.1% | $153,485-39.5% | $80,856+14.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 12.54% | 19.95%-7.4pp | 15.65%-3.1pp | 35.59%-23.1pp |
| Employer contribution / active EE | $5,183 | $3,507+47.8% | $5,039+2.9% | $2,755+88.1% |
| Participant deferral / active EE | $10,762 | $5,178+107.9% | $6,757+59.3% | $4,296+150.5% |
| Admin fee / account holder | $2,649 | $8,880-70.2% | $12,724-79.2% | $6,918-61.7% |