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 | $95,502 | $81,460+17.2% | $103,333-7.6% | $80,856+18.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.96% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $3,197 | $3,105+2.9% | $3,868-17.4% | $2,755+16.0% |
| Participant deferral / active EE | $6,531 | $3,869+68.8% | $5,057+29.1% | $4,296+52.0% |
| Admin fee / account holder | $2,278 | $6,566-65.3% | $8,355-72.7% | $6,918-67.1% |