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 | $109,811 | $86,929+26.3% | $102,423+7.2% | $80,856+35.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 10.41% | 18.88%-8.5pp | 29.32%-18.9pp | 35.59%-25.2pp |
| Employer contribution / active EE | $1,915 | $2,369-19.2% | $3,023-36.7% | $2,755-30.5% |
| Participant deferral / active EE | $7,791 | $4,118+89.2% | $5,053+54.2% | $4,296+81.4% |
| Admin fee / account holder | $15,054 | $8,049+87.0% | $9,451+59.3% | $6,918+117.6% |