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 | $110,227 | $56,897+93.7% | $84,750+30.1% | $62,891+75.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.64% | 6.30%+2.3pp | 22.78%-14.1pp | 20.14%-11.5pp |
| Employer contribution / active EE | $10,721 | $2,400+346.8% | $3,574+200.0% | $2,281+370.0% |
| Participant deferral / active EE | $1,131 | $2,709-58.2% | $3,712-69.5% | $3,203-64.7% |
| Admin fee / account holder | $1,186 | $3,581-66.9% | $5,332-77.8% | $4,296-72.4% |