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 | $98,571 | $88,707+11.1% | $74,183+32.9% | $273,961-64.0% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 6.50% | 11.94%-5.4pp | 17.74%-11.2pp | 41.45%-35.0pp |
| Employer contribution / active EE | $3,752 | $3,159+18.8% | $2,370+58.3% | $4,869-22.9% |
| Participant deferral / active EE | $9,020 | $4,212+114.2% | $3,550+154.1% | $5,287+70.6% |
| Admin fee / account holder | $883 | $8,717-89.9% | $5,586-84.2% | $10,132-91.3% |