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 | $121,160 | $72,492+67.1% | $87,100+39.1% | $72,985+66.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.31% | 24.46%+0.9pp | 28.19%-2.9pp | 81.00%-55.7pp |
| Employer contribution / active EE | $3,368 | $1,894+77.8% | $2,521+33.6% | $2,440+38.0% |
| Participant deferral / active EE | $8,036 | $3,270+145.8% | $4,049+98.5% | $3,607+122.8% |
| Admin fee / account holder | $5,874 | $5,055+16.2% | $7,497-21.7% | $5,124+14.6% |