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 | $127,638 | $62,672+103.7% | $185,117-31.0% | $70,131+82.0% |
| Participation rate | 100.0% | 63.8%+36.2pp | 77.3%+22.7pp | 69.5%+30.5pp |
| Annual return | 14.91% | 40.79%-25.9pp | 40.50%-25.6pp | 73.14%-58.2pp |
| Employer contribution / active EE | $2,203 | $1,753+25.7% | $4,182-47.3% | $2,342-6.0% |
| Participant deferral / active EE | $5,899 | $3,272+80.3% | $5,045+16.9% | $3,332+77.1% |
| Admin fee / account holder | $6,513 | $3,932+65.6% | $8,159-20.2% | $4,645+40.2% |