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 | $88,413 | $78,520+12.6% | $96,576-8.5% | $82,448+7.2% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 21.09% | 41.30%-20.2pp | 38.47%-17.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $5,552 | $2,630+111.1% | $3,553+56.2% | $2,551+117.6% |
| Participant deferral / active EE | $14,770 | $6,754+118.7% | $7,956+85.6% | $4,139+256.8% |
| Admin fee / account holder | $2,498 | $13,455-81.4% | $11,381-78.1% | $7,234-65.5% |