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 7-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 | $107,669 | $92,985+15.8% | $153,485-29.9% | $80,856+33.2% |
| Participation rate | 100.0% | 69.0%+31.0pp | 77.1%+22.9pp | 67.6%+32.4pp |
| Annual return | 17.13% | 19.95%-2.8pp | 15.65%+1.5pp | 35.59%-18.5pp |
| Employer contribution / active EE | $6,850 | $3,507+95.3% | $5,039+35.9% | $2,755+148.6% |
| Participant deferral / active EE | $10,411 | $5,178+101.1% | $6,757+54.1% | $4,296+142.3% |
| Admin fee / account holder | $5,984 | $8,880-32.6% | $12,724-53.0% | $6,918-13.5% |