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 | $123,034 | $88,707+38.7% | $74,183+65.9% | $273,961-55.1% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 5.73% | 11.94%-6.2pp | 17.74%-12.0pp | 41.45%-35.7pp |
| Employer contribution / active EE | $3,546 | $3,159+12.2% | $2,370+49.6% | $4,869-27.2% |
| Participant deferral / active EE | $6,496 | $4,212+54.2% | $3,550+83.0% | $5,287+22.9% |
| Admin fee / account holder | $5,017 | $8,717-42.4% | $5,586-10.2% | $10,132-50.5% |