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 | $88,439 | $93,571-5.5% | $135,903-34.9% | $75,163+17.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 28.56% | 30.90%-2.3pp | 68.23%-39.7pp | 160.62%-132.1pp |
| Employer contribution / active EE | $2,879 | $3,537-18.6% | $4,856-40.7% | $2,670+7.8% |
| Participant deferral / active EE | $5,818 | $6,404-9.2% | $7,758-25.0% | $4,125+41.0% |
| Admin fee / account holder | $425 | $6,975-93.9% | $10,762-96.1% | $5,651-92.5% |