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 | $93,819 | $57,016+64.5% | $84,966+10.4% | $80,856+16.0% |
| Participation rate | 100.0% | 56.3%+43.7pp | 67.5%+32.5pp | 67.6%+32.4pp |
| Annual return | 14.05% | 21.66%-7.6pp | 66.38%-52.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,206 | $1,798+78.3% | $2,727+17.6% | $2,755+16.4% |
| Participant deferral / active EE | $7,305 | $3,110+134.9% | $4,519+61.6% | $4,296+70.1% |
| Admin fee / account holder | $4,610 | $4,980-7.4% | $6,149-25.0% | $6,918-33.4% |