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 | $85,391 | $64,480+32.4% | $81,382+4.9% | $80,856+5.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.58% | 16.34%-5.8pp | 24.73%-14.1pp | 35.59%-25.0pp |
| Employer contribution / active EE | $5,573 | $1,978+181.7% | $2,463+126.3% | $2,755+102.3% |
| Participant deferral / active EE | $7,239 | $3,094+134.0% | $3,883+86.4% | $4,296+68.5% |
| Admin fee / account holder | $1,789 | $5,671-68.5% | $5,768-69.0% | $6,918-74.1% |