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 | $82,290 | $65,395+25.8% | $182,532-54.9% | $72,985+12.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 20.58% | 27.68%-7.1pp | 148.54%-128.0pp | 81.00%-60.4pp |
| Employer contribution / active EE | $2,459 | $1,911+28.6% | $4,076-39.7% | $2,440+0.8% |
| Participant deferral / active EE | $9,061 | $3,563+154.3% | $5,524+64.0% | $3,607+151.2% |
| Admin fee / account holder | $3,033 | $4,245-28.5% | $8,592-64.7% | $5,124-40.8% |