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 | $82,847 | $64,348+28.7% | $90,160-8.1% | $70,131+18.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 18.66% | 28.13%-9.5pp | 34.88%-16.2pp | 73.14%-54.5pp |
| Employer contribution / active EE | $2,334 | $2,046+14.1% | $3,318-29.6% | $2,342-0.3% |
| Participant deferral / active EE | $9,727 | $4,389+121.6% | $5,288+84.0% | $3,332+192.0% |
| Admin fee / account holder | $938 | $3,944-76.2% | $5,943-84.2% | $4,645-79.8% |