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 | $103,932 | $105,630-1.6% | $87,507+18.8% | $273,961-62.1% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 11.10% | 12.25%-1.2pp | 12.21%-1.1pp | 41.45%-30.4pp |
| Employer contribution / active EE | $12,564 | $3,141+300.1% | $2,550+392.8% | $4,869+158.1% |
| Participant deferral / active EE | $9,825 | $3,601+172.9% | $3,149+212.0% | $5,287+85.8% |
| Admin fee / account holder | $4,030 | $4,781-15.7% | $4,221-4.5% | $10,132-60.2% |