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 | $96,332 | $106,749-9.8% | $145,433-33.8% | $82,448+16.8% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 18.01% | 27.59%-9.6pp | 66.58%-48.6pp | 41.64%-23.6pp |
| Employer contribution / active EE | $3,952 | $3,444+14.7% | $4,554-13.2% | $2,551+54.9% |
| Participant deferral / active EE | $10,544 | $6,519+61.7% | $7,897+33.5% | $4,139+154.7% |
| Admin fee / account holder | $3,086 | $8,390-63.2% | $13,129-76.5% | $7,234-57.3% |