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 | $144,339 | $83,477+72.9% | $125,175+15.3% | $72,985+97.8% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.5%+30.5pp |
| Annual return | 24.00% | 25.78%-1.8pp | 43.79%-19.8pp | 81.00%-57.0pp |
| Employer contribution / active EE | $2,161 | $2,345-7.8% | $3,865-44.1% | $2,440-11.4% |
| Participant deferral / active EE | $3,759 | $3,585+4.8% | $4,937-23.9% | $3,607+4.2% |
| Admin fee / account holder | $1,321 | $5,517-76.1% | $9,702-86.4% | $5,124-74.2% |