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 | $122,159 | $109,413+11.6% | $156,263-21.8% | $84,808+44.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 78.9%+21.1pp | 68.3%+31.7pp |
| Annual return | 19.13% | 20.18%-1.0pp | 59.47%-40.3pp | 40.90%-21.8pp |
| Employer contribution / active EE | $4,785 | $2,907+64.6% | $4,333+10.4% | $2,631+81.9% |
| Participant deferral / active EE | $11,260 | $4,590+145.3% | $6,158+82.8% | $4,212+167.4% |
| Admin fee / account holder | $27,124 | $9,357+189.9% | $14,255+90.3% | $7,344+269.3% |