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 | $100,429 | $101,724-1.3% | $164,813-39.1% | $80,856+24.2% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 23.08% | 16.72%+6.4pp | 69.93%-46.8pp | 35.59%-12.5pp |
| Employer contribution / active EE | $2,883 | $2,953-2.4% | $4,341-33.6% | $2,755+4.6% |
| Participant deferral / active EE | $6,778 | $4,477+51.4% | $6,031+12.4% | $4,296+57.8% |
| Admin fee / account holder | $3,824 | $8,227-53.5% | $12,690-69.9% | $6,918-44.7% |