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 | $149,389 | $107,452+39.0% | $91,541+63.2% | $142,382+4.9% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.8%+30.2pp | 80.1%+19.9pp |
| Annual return | 14.83% | 22.06%-7.2pp | 20.50%-5.7pp | 217.08%-202.2pp |
| Employer contribution / active EE | $1,300 | $2,994-56.6% | $2,505-48.1% | $4,299-69.8% |
| Participant deferral / active EE | $2,406 | $4,754-49.4% | $4,008-40.0% | $6,507-63.0% |
| Admin fee / account holder | $1,010 | $8,834-88.6% | $6,956-85.5% | $12,624-92.0% |