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 | $102,245+46.1% | $89,340+67.2% | $137,256+8.8% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 14.83% | 21.89%-7.1pp | 20.57%-5.7pp | 220.34%-205.5pp |
| Employer contribution / active EE | $1,300 | $2,529-48.6% | $2,231-41.7% | $4,156-68.7% |
| Participant deferral / active EE | $2,406 | $4,436-45.8% | $3,823-37.1% | $6,407-62.4% |
| Admin fee / account holder | $1,010 | $8,085-87.5% | $6,704-84.9% | $12,270-91.8% |