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 | $81,583 | $57,354+42.2% | $83,848-2.7% | $64,186+27.1% |
| Participation rate | 100.0% | 68.6%+31.4pp | 76.1%+23.9pp | 69.6%+30.4pp |
| Annual return | 7.75% | 11.38%-3.6pp | 850.88%-843.1pp | 7.63%+0.1pp |
| Employer contribution / active EE | $2,052 | $2,545-19.4% | $3,631-43.5% | $2,381-13.8% |
| Participant deferral / active EE | $2,968 | $2,993-0.8% | $4,082-27.3% | $3,470-14.5% |
| Admin fee / account holder | $4,386 | $4,046+8.4% | $5,478-19.9% | $4,888-10.3% |