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 | $124,719 | $81,248+53.5% | $155,509-19.8% | $80,856+54.2% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 15.53% | 33.31%-17.8pp | 64.67%-49.1pp | 35.59%-20.1pp |
| Employer contribution / active EE | $2,432 | $3,100-21.6% | $4,672-47.9% | $2,755-11.7% |
| Participant deferral / active EE | $7,314 | $3,452+111.9% | $5,626+30.0% | $4,296+70.3% |
| Admin fee / account holder | $24,294 | $7,997+203.8% | $15,912+52.7% | $6,918+251.2% |