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 | $134,432 | $113,935+18.0% | $94,224+42.7% | $125,391+7.2% |
| Participation rate | 95.0% | 82.9%+12.1pp | 78.8%+16.2pp | 83.2%+11.8pp |
| Annual return | 2.51% | 5.29%-2.8pp | 10.68%-8.2pp | 282.22%-279.7pp |
| Employer contribution / active EE | $2,022 | $4,727-57.2% | $3,587-43.6% | $4,866-58.5% |
| Participant deferral / active EE | $4,569 | $5,179-11.8% | $4,320+5.8% | $5,352-14.6% |
| Admin fee / account holder | $2,203 | $8,391-73.7% | $6,269-64.9% | $9,540-76.9% |