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 | $98,705 | $93,571+5.5% | $135,903-27.4% | $75,163+31.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 15.87% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.7pp |
| Employer contribution / active EE | $2,613 | $3,537-26.1% | $4,856-46.2% | $2,670-2.1% |
| Participant deferral / active EE | $3,129 | $6,404-51.1% | $7,758-59.7% | $4,125-24.2% |
| Admin fee / account holder | $22,233 | $6,975+218.7% | $10,762+106.6% | $5,651+293.4% |