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 | $126,115 | $93,071+35.5% | $74,583+69.1% | $273,961-54.0% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 12.00% | 26.18%-14.2pp | 20.47%-8.5pp | 41.45%-29.5pp |
| Employer contribution / active EE | $11,910 | $3,160+276.9% | $2,525+371.7% | $4,869+144.6% |
| Participant deferral / active EE | $12,195 | $4,160+193.1% | $3,458+252.7% | $5,287+130.7% |
| Admin fee / account holder | $4,378 | $5,272-17.0% | $4,138+5.8% | $10,132-56.8% |