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 | $99,477 | $109,359-9.0% | $162,163-38.7% | $72,985+36.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 20.73% | 25.46%-4.7pp | 115.59%-94.9pp | 81.00%-60.3pp |
| Employer contribution / active EE | $5,590 | $3,907+43.1% | $5,614-0.4% | $2,440+129.1% |
| Participant deferral / active EE | $6,119 | $5,481+11.6% | $7,298-16.1% | $3,607+69.6% |
| Admin fee / account holder | $12,876 | $7,972+61.5% | $10,843+18.8% | $5,124+151.3% |