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 | $97,224 | $61,774+57.4% | $97,2260% | $80,856+20.2% |
| Participation rate | 100.0% | 63.5%+36.5pp | 72.7%+27.3pp | 67.6%+32.4pp |
| Annual return | 13.54% | -557.90%+571.4pp | 75.13%-61.6pp | 35.59%-22.1pp |
| Employer contribution / active EE | $1,550 | $1,837-15.6% | $2,729-43.2% | $2,755-43.7% |
| Participant deferral / active EE | $3,705 | $3,029+22.3% | $4,264-13.1% | $4,296-13.8% |
| Admin fee / account holder | $1,886 | $5,166-63.5% | $5,654-66.6% | $6,918-72.7% |