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 | $96,979 | $109,881-11.7% | $150,045-35.4% | $84,808+14.4% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 14.83% | 28.25%-13.4pp | 62.55%-47.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $4,198 | $3,561+17.9% | $4,693-10.6% | $2,631+59.6% |
| Participant deferral / active EE | $7,923 | $6,636+19.4% | $7,997-0.9% | $4,212+88.1% |
| Admin fee / account holder | $1,540 | $8,568-82.0% | $13,435-88.5% | $7,344-79.0% |