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 | $108,464 | $153,772-29.5% | $133,980-19.0% | $273,961-60.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 11.99% | 36.51%-24.5pp | 29.30%-17.3pp | 41.45%-29.5pp |
| Employer contribution / active EE | $3,575 | $6,029-40.7% | $5,211-31.4% | $4,869-26.6% |
| Participant deferral / active EE | $9,757 | $6,958+40.2% | $6,282+55.3% | $5,287+84.5% |
| Admin fee / account holder | $982 | $11,765-91.7% | $9,324-89.5% | $10,132-90.3% |