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 | $78,902 | $58,627+34.6% | $76,735+2.8% | $82,448-4.3% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 18.17% | 39.10%-20.9pp | 29.77%-11.6pp | 41.64%-23.5pp |
| Employer contribution / active EE | $6,251 | $1,729+261.5% | $2,454+154.7% | $2,551+145.0% |
| Participant deferral / active EE | $4,532 | $3,134+44.6% | $4,088+10.9% | $4,139+9.5% |
| Admin fee / account holder | $8,447 | $5,323+58.7% | $7,189+17.5% | $7,234+16.8% |