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 | $95,559 | $73,787+29.5% | $98,716-3.2% | $82,448+15.9% |
| Participation rate | 100.0% | 61.4%+38.6pp | 69.3%+30.7pp | 68.1%+31.9pp |
| Annual return | 19.77% | 18.57%+1.2pp | 31.81%-12.0pp | 41.64%-21.9pp |
| Employer contribution / active EE | $5,182 | $1,511+242.9% | $2,279+127.4% | $2,551+103.1% |
| Participant deferral / active EE | $5,520 | $3,081+79.1% | $4,048+36.4% | $4,139+33.4% |
| Admin fee / account holder | $1,120 | $6,500-82.8% | $8,703-87.1% | $7,234-84.5% |