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 | $128,554 | $52,580+144.5% | $71,671+79.4% | $70,131+83.3% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 14.29% | 20.25%-6.0pp | 20.65%-6.4pp | 73.14%-58.8pp |
| Employer contribution / active EE | $3,969 | $1,616+145.7% | $2,460+61.4% | $2,342+69.5% |
| Participant deferral / active EE | $4,247 | $2,386+78.0% | $3,438+23.5% | $3,332+27.5% |
| Admin fee / account holder | $2,263 | $3,653-38.0% | $5,558-59.3% | $4,645-51.3% |