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 | $130,358 | $62,586+108.3% | $76,768+69.8% | $64,186+103.1% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 14.11% | -1.95%+16.1pp | 2.43%+11.7pp | 7.63%+6.5pp |
| Employer contribution / active EE | $3,168 | $1,832+72.9% | $2,485+27.5% | $2,381+33.1% |
| Participant deferral / active EE | $6,531 | $3,145+107.7% | $3,852+69.6% | $3,470+88.2% |
| Admin fee / account holder | $3,780 | $4,667-19.0% | $6,675-43.4% | $4,888-22.7% |