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 | $115,907 | $67,606+71.4% | $82,313+40.8% | $70,131+65.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 16.52% | 21.57%-5.0pp | 25.88%-9.4pp | 73.14%-56.6pp |
| Employer contribution / active EE | $2,328 | $1,755+32.7% | $2,428-4.1% | $2,342-0.6% |
| Participant deferral / active EE | $5,678 | $2,987+90.1% | $3,706+53.2% | $3,332+70.4% |
| Admin fee / account holder | $9,556 | $4,512+111.8% | $5,608+70.4% | $4,645+105.7% |