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 | $143,970 | $109,359+31.6% | $162,163-11.2% | $72,985+97.3% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 22.74% | 25.46%-2.7pp | 115.59%-92.9pp | 81.00%-58.3pp |
| Employer contribution / active EE | $3,333 | $3,907-14.7% | $5,614-40.6% | $2,440+36.6% |
| Participant deferral / active EE | $5,824 | $5,481+6.3% | $7,298-20.2% | $3,607+61.4% |
| Admin fee / account holder | $552 | $7,972-93.1% | $10,843-94.9% | $5,124-89.2% |