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 | $113,334 | $53,018+113.8% | $70,014+61.9% | $62,891+80.2% |
| Participation rate | 100.0% | 67.2%+32.8pp | 71.8%+28.2pp | 69.3%+30.7pp |
| Annual return | 10.04% | 13.35%-3.3pp | 12.99%-3.0pp | 20.14%-10.1pp |
| Employer contribution / active EE | $4,103 | $1,799+128.1% | $2,338+75.5% | $2,281+79.9% |
| Participant deferral / active EE | $7,403 | $2,395+209.1% | $2,931+152.6% | $3,203+131.1% |
| Admin fee / account holder | $4,187 | $3,690+13.5% | $4,380-4.4% | $4,296-2.5% |