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 | $91,783 | $93,071-1.4% | $74,583+23.1% | $273,961-66.5% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 8.24% | 26.18%-17.9pp | 20.47%-12.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $3,025 | $3,160-4.3% | $2,525+19.8% | $4,869-37.9% |
| Participant deferral / active EE | $9,552 | $4,160+129.6% | $3,458+176.2% | $5,287+80.7% |
| Admin fee / account holder | $7,667 | $5,272+45.4% | $4,138+85.3% | $10,132-24.3% |