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 | $89,295 | $81,446+9.6% | $103,374-13.6% | $80,874+10.4% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.42% | 25.57%-11.2pp | 24.89%-10.5pp | 35.62%-21.2pp |
| Employer contribution / active EE | $6,978 | $3,107+124.6% | $3,869+80.3% | $2,756+153.2% |
| Participant deferral / active EE | $4,416 | $3,870+14.1% | $5,058-12.7% | $4,297+2.8% |
| Admin fee / account holder | $959 | $6,715-85.7% | $8,394-88.6% | $6,935-86.2% |