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 | $90,597 | $87,841+3.1% | $133,980-32.4% | $62,891+44.1% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 13.69% | 12.05%+1.6pp | 29.30%-15.6pp | 20.14%-6.5pp |
| Employer contribution / active EE | $6,133 | $3,483+76.1% | $5,211+17.7% | $2,281+168.9% |
| Participant deferral / active EE | $5,203 | $4,812+8.1% | $6,282-17.2% | $3,203+62.4% |
| Admin fee / account holder | $10,606 | $5,371+97.5% | $9,324+13.7% | $4,296+146.9% |