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 | $99,046 | $96,956+2.2% | $70,014+41.5% | $273,961-63.8% |
| Participation rate | 100.0% | 77.1%+22.9pp | 71.8%+28.2pp | 83.0%+17.0pp |
| Annual return | 6.36% | 12.93%-6.6pp | 12.99%-6.6pp | 41.45%-35.1pp |
| Employer contribution / active EE | $5,714 | $3,316+72.3% | $2,338+144.4% | $4,869+17.4% |
| Participant deferral / active EE | $3,524 | $3,744-5.9% | $2,931+20.3% | $5,287-33.3% |
| Admin fee / account holder | $1,803 | $7,934-77.3% | $4,380-58.8% | $10,132-82.2% |