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 | $94,573 | $101,724-7.0% | $164,813-42.6% | $80,856+17.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 21.35% | 16.72%+4.6pp | 69.93%-48.6pp | 35.59%-14.2pp |
| Employer contribution / active EE | $5,515 | $2,953+86.7% | $4,341+27.0% | $2,755+100.2% |
| Participant deferral / active EE | $10,664 | $4,477+138.2% | $6,031+76.8% | $4,296+148.3% |
| Admin fee / account holder | $2,491 | $8,227-69.7% | $12,690-80.4% | $6,918-64.0% |