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 | $93,000 | $67,606+37.6% | $82,313+13.0% | $70,131+32.6% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 17.39% | 21.57%-4.2pp | 25.88%-8.5pp | 73.14%-55.7pp |
| Employer contribution / active EE | $2,586 | $1,755+47.4% | $2,428+6.5% | $2,342+10.4% |
| Participant deferral / active EE | $5,402 | $2,987+80.8% | $3,706+45.8% | $3,332+62.1% |
| Admin fee / account holder | $1,768 | $4,512-60.8% | $5,608-68.5% | $4,645-61.9% |