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 | $160,389 | $58,627+173.6% | $76,735+109.0% | $82,448+94.5% |
| Participation rate | 100.0% | 63.2%+36.8pp | 69.5%+30.5pp | 68.1%+31.9pp |
| Annual return | 15.43% | 39.10%-23.7pp | 29.77%-14.3pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,945 | $1,729+12.5% | $2,454-20.8% | $2,551-23.8% |
| Participant deferral / active EE | $3,220 | $3,134+2.8% | $4,088-21.2% | $4,139-22.2% |
| Admin fee / account holder | $984 | $5,323-81.5% | $7,189-86.3% | $7,234-86.4% |