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 | $127,026 | $106,749+19.0% | $145,433-12.7% | $82,448+54.1% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 26.80% | 27.59%-0.8pp | 66.58%-39.8pp | 41.64%-14.8pp |
| Employer contribution / active EE | $800 | $3,444-76.8% | $4,554-82.4% | $2,551-68.6% |
| Participant deferral / active EE | $6,611 | $6,519+1.4% | $7,897-16.3% | $4,139+59.7% |
| Admin fee / account holder | $8,410 | $8,390+0.2% | $13,129-35.9% | $7,234+16.3% |