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 | $100,089 | $87,037+15.0% | $106,201-5.8% | $80,874+23.8% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.90% | 17.05%-3.2pp | 116.26%-102.4pp | 35.62%-21.7pp |
| Employer contribution / active EE | $3,190 | $2,396+33.2% | $3,170+0.7% | $2,756+15.8% |
| Participant deferral / active EE | $9,636 | $3,986+141.7% | $5,012+92.2% | $4,297+124.2% |
| Admin fee / account holder | $24,810 | $8,434+194.2% | $11,039+124.7% | $6,935+257.7% |