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 | $106,805 | $88,042+21.3% | $138,135-22.7% | $79,858+33.7% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 13.47% | 20.58%-7.1pp | 20.51%-7.0pp | 31.71%-18.2pp |
| Employer contribution / active EE | $4,395 | $3,103+41.6% | $5,587-21.3% | $2,471+77.9% |
| Participant deferral / active EE | $11,780 | $4,704+150.4% | $6,431+83.2% | $3,740+215.0% |
| Admin fee / account holder | $3,186 | $7,791-59.1% | $11,856-73.1% | $5,306-40.0% |