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 | $110,758 | $71,057+55.9% | $93,654+18.3% | $80,874+37.0% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 14.27% | 11.26%+3.0pp | 133.34%-119.1pp | 35.62%-21.3pp |
| Employer contribution / active EE | $2,237 | $1,564+43.1% | $2,421-7.6% | $2,756-18.8% |
| Participant deferral / active EE | $4,366 | $4,034+8.2% | $4,413-1.1% | $4,297+1.6% |
| Admin fee / account holder | $7,011 | $6,944+1.0% | $8,282-15.4% | $6,935+1.1% |