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 | $120,387 | $106,749+12.8% | $145,433-17.2% | $82,448+46.0% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.92% | 27.59%-11.7pp | 66.58%-50.7pp | 41.64%-25.7pp |
| Employer contribution / active EE | $2,563 | $3,444-25.6% | $4,554-43.7% | $2,551+0.5% |
| Participant deferral / active EE | $10,579 | $6,519+62.3% | $7,897+34.0% | $4,139+155.6% |
| Admin fee / account holder | $526 | $8,390-93.7% | $13,129-96.0% | $7,234-92.7% |