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 | $108,656 | $99,341+9.4% | $84,750+28.2% | $273,961-60.3% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 7.55% | 22.93%-15.4pp | 22.78%-15.2pp | 41.45%-33.9pp |
| Employer contribution / active EE | $11,930 | $4,214+183.1% | $3,574+233.8% | $4,869+145.0% |
| Participant deferral / active EE | $12,249 | $4,269+186.9% | $3,712+230.0% | $5,287+131.7% |
| Admin fee / account holder | $1,099 | $6,644-83.5% | $5,332-79.4% | $10,132-89.2% |