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 | $79,323 | $61,660+28.6% | $80,019-0.9% | $64,186+23.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.14% | -0.33%+12.5pp | 11.22%+0.9pp | 7.63%+4.5pp |
| Employer contribution / active EE | $2,075 | $1,810+14.6% | $2,468-15.9% | $2,381-12.9% |
| Participant deferral / active EE | $2,047 | $2,968-31.0% | $3,686-44.5% | $3,470-41.0% |
| Admin fee / account holder | $621 | $5,417-88.5% | $6,521-90.5% | $4,888-87.3% |