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 | $121,988 | $60,349+102.1% | $74,183+64.4% | $62,891+94.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.77% | 21.37%-14.6pp | 17.74%-11.0pp | 20.14%-13.4pp |
| Employer contribution / active EE | $3,448 | $1,680+105.2% | $2,370+45.5% | $2,281+51.2% |
| Participant deferral / active EE | $2,854 | $2,856-0.1% | $3,550-19.6% | $3,203-10.9% |
| Admin fee / account holder | $768 | $4,261-82.0% | $5,586-86.2% | $4,296-82.1% |