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 | $78,347 | $82,882-5.5% | $127,761-38.7% | $72,985+7.3% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 32.42% | 32.20%+0.2pp | 26.14%+6.3pp | 81.00%-48.6pp |
| Employer contribution / active EE | $3,776 | $3,346+12.8% | $4,574-17.4% | $2,440+54.8% |
| Participant deferral / active EE | $10,669 | $4,791+122.7% | $6,021+77.2% | $3,607+195.7% |
| Admin fee / account holder | $10,451 | $6,487+61.1% | $9,395+11.2% | $5,124+103.9% |