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 | $82,039 | $46,869+75.0% | $122,332-32.9% | $70,131+17.0% |
| Participation rate | 100.0% | 58.2%+41.8pp | 71.6%+28.4pp | 69.5%+30.5pp |
| Annual return | 20.54% | 24.22%-3.7pp | 30.27%-9.7pp | 73.14%-52.6pp |
| Employer contribution / active EE | $2,338 | $1,288+81.6% | $4,050-42.3% | $2,342-0.2% |
| Participant deferral / active EE | $7,744 | $2,166+257.4% | $3,287+135.6% | $3,332+132.4% |
| Admin fee / account holder | $3,564 | $3,322+7.3% | $5,478-34.9% | $4,645-23.3% |