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 | $122,717 | $72,404+69.5% | $110,238+11.3% | $64,186+91.2% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | 12.12% | -6.29%+18.4pp | 314.74%-302.6pp | 7.63%+4.5pp |
| Employer contribution / active EE | $1,953 | $2,282-14.4% | $3,826-49.0% | $2,381-18.0% |
| Participant deferral / active EE | $4,335 | $3,469+24.9% | $4,672-7.2% | $3,470+24.9% |
| Admin fee / account holder | $4,411 | $5,664-22.1% | $8,547-48.4% | $4,888-9.8% |