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 | $109,881+15.6% | $150,045-15.3% | $84,808+49.8% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 26.80% | 28.25%-1.4pp | 62.55%-35.7pp | 40.90%-14.1pp |
| Employer contribution / active EE | $800 | $3,561-77.5% | $4,693-82.9% | $2,631-69.6% |
| Participant deferral / active EE | $6,611 | $6,636-0.4% | $7,997-17.3% | $4,212+57.0% |
| Admin fee / account holder | $8,410 | $8,568-1.8% | $13,435-37.4% | $7,344+14.5% |