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 | $101,001 | $56,897+77.5% | $84,750+19.2% | $62,891+60.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 5.83% | 6.30%-0.5pp | 22.78%-16.9pp | 20.14%-14.3pp |
| Employer contribution / active EE | $3,893 | $2,400+62.2% | $3,574+8.9% | $2,281+70.7% |
| Participant deferral / active EE | $6,366 | $2,709+135.0% | $3,712+71.5% | $3,203+98.7% |
| Admin fee / account holder | $5,068 | $3,581+41.5% | $5,332-5.0% | $4,296+18.0% |