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 | $102,941 | $89,698+14.8% | $103,476-0.5% | $80,856+27.3% |
| Participation rate | 91.5% | 76.0%+15.5pp | 80.5%+11.0pp | 67.6%+23.9pp |
| Annual return | 14.88% | 22.78%-7.9pp | 23.90%-9.0pp | 35.59%-20.7pp |
| Employer contribution / active EE | $2,401 | $4,018-40.2% | $4,672-48.6% | $2,755-12.8% |
| Participant deferral / active EE | $11,529 | $5,456+111.3% | $6,623+74.1% | $4,296+168.4% |
| Admin fee / account holder | $3,754 | $6,768-44.5% | $9,413-60.1% | $6,918-45.7% |