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 | $84,404 | $73,981+14.1% | $105,722-20.2% | $62,891+34.2% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 7.35% | 17.60%-10.3pp | 12.25%-4.9pp | 20.14%-12.8pp |
| Employer contribution / active EE | $1,048 | $2,856-63.3% | $4,079-74.3% | $2,281-54.0% |
| Participant deferral / active EE | $7,319 | $4,038+81.2% | $5,326+37.4% | $3,203+128.5% |
| Admin fee / account holder | $5,381 | $5,976-10.0% | $8,308-35.2% | $4,296+25.3% |