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 | $100,110 | $72,012+39.0% | $185,823-46.1% | $79,858+25.4% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 16.01% | 23.12%-7.1pp | 35.95%-19.9pp | 31.71%-15.7pp |
| Employer contribution / active EE | $3,484 | $1,965+77.3% | $4,087-14.8% | $2,471+41.0% |
| Participant deferral / active EE | $10,723 | $3,779+183.8% | $5,632+90.4% | $3,740+186.7% |
| Admin fee / account holder | $11,425 | $4,513+153.2% | $9,500+20.3% | $5,306+115.3% |