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 | $122,700 | $96,557+27.1% | $80,975+51.5% | $273,961-55.2% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 5.68% | 15.14%-9.5pp | 17.10%-11.4pp | 41.45%-35.8pp |
| Employer contribution / active EE | $2,218 | $4,868-54.4% | $3,714-40.3% | $4,869-54.4% |
| Participant deferral / active EE | $8,272 | $6,598+25.4% | $5,696+45.2% | $5,287+56.4% |
| Admin fee / account holder | $1,003 | $7,492-86.6% | $5,516-81.8% | $10,132-90.1% |