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 | $87,851 | $81,460+7.8% | $103,333-15.0% | $80,856+8.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.64% | 25.55%-12.9pp | 24.88%-12.2pp | 35.59%-23.0pp |
| Employer contribution / active EE | $8,114 | $3,105+161.3% | $3,868+109.8% | $2,755+194.5% |
| Participant deferral / active EE | $5,596 | $3,869+44.6% | $5,057+10.6% | $4,296+30.3% |
| Admin fee / account holder | $2,632 | $6,566-59.9% | $8,355-68.5% | $6,918-62.0% |