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 | $113,398 | $149,679-24.2% | $117,039-3.1% | $147,585-23.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 77.2%+22.8pp | 82.8%+17.2pp |
| Annual return | 21.20% | 19.31%+1.9pp | 18.95%+2.3pp | 578.56%-557.4pp |
| Employer contribution / active EE | $2,822 | $4,937-42.8% | $3,785-25.4% | $4,876-42.1% |
| Participant deferral / active EE | $2,814 | $4,912-42.7% | $3,929-28.4% | $5,439-48.3% |
| Admin fee / account holder | $11,263 | $7,856+43.4% | $5,974+88.5% | $10,885+3.5% |