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 | $109,905 | $62,586+75.6% | $76,768+43.2% | $64,186+71.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | 12.51% | -1.95%+14.5pp | 2.43%+10.1pp | 7.63%+4.9pp |
| Employer contribution / active EE | $4,973 | $1,832+171.5% | $2,485+100.1% | $2,381+108.9% |
| Participant deferral / active EE | $5,402 | $3,145+71.8% | $3,852+40.3% | $3,470+55.7% |
| Admin fee / account holder | $1,007 | $4,667-78.4% | $6,675-84.9% | $4,888-79.4% |