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 | $94,913 | $101,724-6.7% | $164,813-42.4% | $80,856+17.4% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 19.77% | 16.72%+3.0pp | 69.93%-50.2pp | 35.59%-15.8pp |
| Employer contribution / active EE | $3,311 | $2,953+12.1% | $4,341-23.7% | $2,755+20.2% |
| Participant deferral / active EE | $4,185 | $4,477-6.5% | $6,031-30.6% | $4,296-2.6% |
| Admin fee / account holder | $573 | $8,227-93.0% | $12,690-95.5% | $6,918-91.7% |