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 | $98,897 | $81,248+21.7% | $155,509-36.4% | $80,856+22.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 11.83% | 33.31%-21.5pp | 64.67%-52.8pp | 35.59%-23.8pp |
| Employer contribution / active EE | $3,197 | $3,100+3.1% | $4,672-31.6% | $2,755+16.1% |
| Participant deferral / active EE | $8,827 | $3,452+155.7% | $5,626+56.9% | $4,296+105.5% |
| Admin fee / account holder | $11,480 | $7,997+43.5% | $15,912-27.9% | $6,918+65.9% |