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 | $103,266 | $61,605+67.6% | $112,229-8.0% | $75,163+37.4% |
| Participation rate | 100.0% | 61.7%+38.3pp | 72.4%+27.6pp | 67.2%+32.8pp |
| Annual return | 14.12% | 28.47%-14.4pp | 30.20%-16.1pp | 160.62%-146.5pp |
| Employer contribution / active EE | $2,461 | $2,015+22.1% | $3,430-28.3% | $2,670-7.8% |
| Participant deferral / active EE | $3,928 | $3,108+26.4% | $4,798-18.1% | $4,125-4.8% |
| Admin fee / account holder | $4,069 | $4,862-16.3% | $7,748-47.5% | $5,651-28.0% |