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 | $57,010 | $52,836+7.9% | $105,738-46.1% | $64,186-11.2% |
| Participation rate | 100.0% | 66.5%+33.5pp | 76.3%+23.7pp | 69.6%+30.4pp |
| Annual return | 7.45% | 14.30%-6.8pp | 6.27%+1.2pp | 7.63%-0.2pp |
| Employer contribution / active EE | $3,528 | $1,827+93.1% | $3,268+7.9% | $2,381+48.2% |
| Participant deferral / active EE | $3,638 | $2,545+42.9% | $4,080-10.8% | $3,470+4.8% |
| Admin fee / account holder | $587 | $3,959-85.2% | $6,913-91.5% | $4,888-88.0% |