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 | $149,390 | $72,492+106.1% | $87,100+71.5% | $72,985+104.7% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 20.32% | 24.46%-4.1pp | 28.19%-7.9pp | 81.00%-60.7pp |
| Employer contribution / active EE | $5,326 | $1,894+181.2% | $2,521+111.2% | $2,440+118.3% |
| Participant deferral / active EE | $4,510 | $3,270+38.0% | $4,049+11.4% | $3,607+25.0% |
| Admin fee / account holder | $5,659 | $5,055+11.9% | $7,497-24.5% | $5,124+10.4% |