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 | $97,262 | $65,365+48.8% | $92,893+4.7% | $72,985+33.3% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 19.75% | 42.10%-22.3pp | 109.41%-89.7pp | 81.00%-61.2pp |
| Employer contribution / active EE | $1,914 | $2,594-26.2% | $3,653-47.6% | $2,440-21.5% |
| Participant deferral / active EE | $5,764 | $3,128+84.2% | $4,236+36.1% | $3,607+59.8% |
| Admin fee / account holder | $2,935 | $4,251-31.0% | $5,794-49.3% | $5,124-42.7% |