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 | $91,834 | $88,707+3.5% | $74,183+23.8% | $273,961-66.5% |
| Participation rate | 100.0% | 79.4%+20.6pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 9.56% | 11.94%-2.4pp | 17.74%-8.2pp | 41.45%-31.9pp |
| Employer contribution / active EE | $2,633 | $3,159-16.7% | $2,370+11.1% | $4,869-45.9% |
| Participant deferral / active EE | $3,928 | $4,212-6.7% | $3,550+10.6% | $5,287-25.7% |
| Admin fee / account holder | $1,459 | $8,717-83.3% | $5,586-73.9% | $10,132-85.6% |