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 | $117,687 | $86,929+35.4% | $102,423+14.9% | $80,856+45.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.35% | 18.88%-5.5pp | 29.32%-16.0pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,370 | $2,3690% | $3,023-21.6% | $2,755-14.0% |
| Participant deferral / active EE | $4,222 | $4,118+2.5% | $5,053-16.4% | $4,296-1.7% |
| Admin fee / account holder | $2,822 | $8,049-64.9% | $9,451-70.1% | $6,918-59.2% |