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 | $116,096 | $80,717+43.8% | $154,803-25.0% | $84,808+36.9% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 18.55% | 37.96%-19.4pp | 58.88%-40.3pp | 40.90%-22.3pp |
| Employer contribution / active EE | $5,902 | $2,761+113.7% | $4,305+37.1% | $2,631+124.3% |
| Participant deferral / active EE | $4,554 | $3,303+37.9% | $5,540-17.8% | $4,212+8.1% |
| Admin fee / account holder | $2,176 | $6,746-67.7% | $14,329-84.8% | $7,344-70.4% |