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 | $121,693 | $87,166+39.6% | $76,735+58.6% | $137,256-11.3% |
| Participation rate | 100.0% | 74.4%+25.6pp | 69.5%+30.5pp | 80.0%+20.0pp |
| Annual return | 14.51% | 26.50%-12.0pp | 29.77%-15.3pp | 220.34%-205.8pp |
| Employer contribution / active EE | $2,134 | $2,904-26.5% | $2,454-13.0% | $4,156-48.7% |
| Participant deferral / active EE | $5,541 | $4,726+17.2% | $4,088+35.6% | $6,407-13.5% |
| Admin fee / account holder | $4,951 | $8,403-41.1% | $7,189-31.1% | $12,270-59.7% |