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 | $105,965 | $81,460+30.1% | $103,333+2.5% | $80,856+31.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 10.59% | 25.55%-15.0pp | 24.88%-14.3pp | 35.59%-25.0pp |
| Employer contribution / active EE | $1,900 | $3,105-38.8% | $3,868-50.9% | $2,755-31.0% |
| Participant deferral / active EE | $4,548 | $3,869+17.6% | $5,057-10.1% | $4,296+5.9% |
| Admin fee / account holder | $21,481 | $6,566+227.1% | $8,355+157.1% | $6,918+210.5% |