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 | $113,863 | $101,724+11.9% | $164,813-30.9% | $80,856+40.8% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 13.13% | 16.72%-3.6pp | 69.93%-56.8pp | 35.59%-22.5pp |
| Employer contribution / active EE | $10,395 | $2,953+252.0% | $4,341+139.5% | $2,755+277.4% |
| Participant deferral / active EE | $7,687 | $4,477+71.7% | $6,031+27.5% | $4,296+78.9% |
| Admin fee / account holder | $7,870 | $8,227-4.3% | $12,690-38.0% | $6,918+13.8% |