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 | $104,251 | $99,341+4.9% | $84,750+23.0% | $273,961-61.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.11% | 22.93%-13.8pp | 22.78%-13.7pp | 41.45%-32.3pp |
| Employer contribution / active EE | $6,341 | $4,214+50.5% | $3,574+77.4% | $4,869+30.2% |
| Participant deferral / active EE | $6,728 | $4,269+57.6% | $3,712+81.3% | $5,287+27.2% |
| Admin fee / account holder | $2,460 | $6,644-63.0% | $5,332-53.9% | $10,132-75.7% |