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 | $116,022 | $60,349+92.3% | $74,183+56.4% | $62,891+84.5% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 8.42% | 21.37%-13.0pp | 17.74%-9.3pp | 20.14%-11.7pp |
| Employer contribution / active EE | $2,993 | $1,680+78.2% | $2,370+26.3% | $2,281+31.2% |
| Participant deferral / active EE | $5,445 | $2,856+90.6% | $3,550+53.4% | $3,203+70.0% |
| Admin fee / account holder | $1,518 | $4,261-64.4% | $5,586-72.8% | $4,296-64.7% |