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 | $94,444 | $76,552+23.4% | $123,892-23.8% | $62,891+50.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 12.45% | 18.68%-6.2pp | 47.52%-35.1pp | 20.14%-7.7pp |
| Employer contribution / active EE | $2,195 | $2,883-23.9% | $4,617-52.5% | $2,281-3.8% |
| Participant deferral / active EE | $6,689 | $4,840+38.2% | $5,984+11.8% | $3,203+108.8% |
| Admin fee / account holder | $9,163 | $4,826+89.9% | $8,357+9.7% | $4,296+113.3% |