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 | $98,985 | $106,749-7.3% | $145,433-31.9% | $82,448+20.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 19.50% | 27.59%-8.1pp | 66.58%-47.1pp | 41.64%-22.1pp |
| Employer contribution / active EE | $3,045 | $3,444-11.6% | $4,554-33.1% | $2,551+19.4% |
| Participant deferral / active EE | $6,930 | $6,519+6.3% | $7,897-12.2% | $4,139+67.4% |
| Admin fee / account holder | $9,880 | $8,390+17.8% | $13,129-24.7% | $7,234+36.6% |