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 | $105,406 | $83,477+26.3% | $125,175-15.8% | $72,985+44.4% |
| Participation rate | 90.9% | 73.3%+17.6pp | 79.8%+11.1pp | 69.5%+21.4pp |
| Annual return | 16.88% | 25.78%-8.9pp | 43.79%-26.9pp | 81.00%-64.1pp |
| Employer contribution / active EE | $2,668 | $2,345+13.8% | $3,865-31.0% | $2,440+9.4% |
| Participant deferral / active EE | $4,040 | $3,585+12.7% | $4,937-18.2% | $3,607+12.0% |
| Admin fee / account holder | $11,125 | $5,517+101.6% | $9,702+14.7% | $5,124+117.1% |