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 | $101,945 | $96,557+5.6% | $80,975+25.9% | $273,961-62.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.01% | 15.14%-8.1pp | 17.10%-10.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $9,825 | $4,868+101.8% | $3,714+164.5% | $4,869+101.8% |
| Participant deferral / active EE | $10,015 | $6,598+51.8% | $5,696+75.8% | $5,287+89.4% |
| Admin fee / account holder | $747 | $7,492-90.0% | $5,516-86.5% | $10,132-92.6% |