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 | $101,734 | $51,175+98.8% | $70,515+44.3% | $75,163+35.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 14.00% | 30.02%-16.0pp | 32.77%-18.8pp | 160.62%-146.6pp |
| Employer contribution / active EE | $5,511 | $1,826+201.8% | $2,973+85.4% | $2,670+106.4% |
| Participant deferral / active EE | $1,678 | $2,849-41.1% | $4,567-63.3% | $4,125-59.3% |
| Admin fee / account holder | $1,308 | $4,091-68.0% | $6,412-79.6% | $5,651-76.9% |