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 | $88,262 | $79,557+10.9% | $118,746-25.7% | $70,131+25.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 26.50% | 25.64%+0.9pp | 24.54%+2.0pp | 73.14%-46.6pp |
| Employer contribution / active EE | $17,761 | $2,861+520.8% | $4,193+323.6% | $2,342+658.2% |
| Participant deferral / active EE | $9,029 | $4,089+120.8% | $5,332+69.3% | $3,332+171.0% |
| Admin fee / account holder | $367 | $5,374-93.2% | $10,720-96.6% | $4,645-92.1% |