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 | $79,248 | $45,035+76.0% | $62,995+25.8% | $70,131+13.0% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 12.98% | 18.76%-5.8pp | 87.57%-74.6pp | 73.14%-60.2pp |
| Employer contribution / active EE | $1,139 | $2,051-44.5% | $2,759-58.7% | $2,342-51.4% |
| Participant deferral / active EE | $2,277 | $2,465-7.6% | $3,329-31.6% | $3,332-31.7% |
| Admin fee / account holder | $3,684 | $2,834+30.0% | $3,600+2.3% | $4,645-20.7% |