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 | $88,621 | $80,968+9.5% | $96,544-8.2% | $75,163+17.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 15.01% | 27.06%-12.1pp | 25.84%-10.8pp | 160.62%-145.6pp |
| Employer contribution / active EE | $2,146 | $2,282-5.9% | $2,965-27.6% | $2,670-19.6% |
| Participant deferral / active EE | $5,127 | $3,928+30.5% | $4,851+5.7% | $4,125+24.3% |
| Admin fee / account holder | $2,875 | $6,724-57.2% | $8,252-65.2% | $5,651-49.1% |