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 | $77,815 | $56,897+36.8% | $84,750-8.2% | $62,891+23.7% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 12.25% | 6.30%+6.0pp | 22.78%-10.5pp | 20.14%-7.9pp |
| Employer contribution / active EE | $1,301 | $2,400-45.8% | $3,574-63.6% | $2,281-43.0% |
| Participant deferral / active EE | $7,987 | $2,709+194.8% | $3,712+115.2% | $3,203+149.4% |
| Admin fee / account holder | $11,676 | $3,581+226.1% | $5,332+119.0% | $4,296+171.8% |