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 | $104,484 | $81,460+28.3% | $103,333+1.1% | $80,856+29.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.97% | 25.55%-4.6pp | 24.88%-3.9pp | 35.59%-14.6pp |
| Employer contribution / active EE | $2,823 | $3,105-9.1% | $3,868-27.0% | $2,755+2.5% |
| Participant deferral / active EE | $4,336 | $3,869+12.1% | $5,057-14.3% | $4,296+0.9% |
| Admin fee / account holder | $6,720 | $6,566+2.3% | $8,355-19.6% | $6,918-2.9% |