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 | $127,506 | $90,503+40.9% | $78,689+62.0% | $273,961-53.5% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.11% | 75.60%-70.5pp | 62.18%-57.1pp | 41.45%-36.3pp |
| Employer contribution / active EE | $2,933 | $3,176-7.6% | $2,851+2.9% | $4,869-39.8% |
| Participant deferral / active EE | $3,542 | $3,901-9.2% | $3,517+0.7% | $5,287-33.0% |
| Admin fee / account holder | $10,060 | $5,263+91.1% | $4,510+123.0% | $10,132-0.7% |