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 | $117,933 | $83,477+41.3% | $125,175-5.8% | $72,985+61.6% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 19.82% | 25.78%-6.0pp | 43.79%-24.0pp | 81.00%-61.2pp |
| Employer contribution / active EE | $2,787 | $2,345+18.8% | $3,865-27.9% | $2,440+14.2% |
| Participant deferral / active EE | $5,317 | $3,585+48.3% | $4,937+7.7% | $3,607+47.4% |
| Admin fee / account holder | $2,506 | $5,517-54.6% | $9,702-74.2% | $5,124-51.1% |