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 | $90,577 | $91,019-0.5% | $392,568-76.9% | $72,985+24.1% |
| Participation rate | 100.0% | 74.4%+25.6pp | 78.1%+21.9pp | 69.5%+30.5pp |
| Annual return | 24.13% | 20.00%+4.1pp | 24.42%-0.3pp | 81.00%-56.9pp |
| Employer contribution / active EE | $3,041 | $2,751+10.5% | $3,783-19.6% | $2,440+24.6% |
| Participant deferral / active EE | $16,161 | $4,570+253.6% | $5,985+170.0% | $3,607+348.0% |
| Admin fee / account holder | $5,043 | $4,895+3.0% | $6,260-19.4% | $5,124-1.6% |