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 | $120,451 | $101,724+18.4% | $164,813-26.9% | $80,856+49.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 20.91% | 16.72%+4.2pp | 69.93%-49.0pp | 35.59%-14.7pp |
| Employer contribution / active EE | $1,396 | $2,953-52.7% | $4,341-67.8% | $2,755-49.3% |
| Participant deferral / active EE | $2,299 | $4,477-48.7% | $6,031-61.9% | $4,296-46.5% |
| Admin fee / account holder | $339 | $8,227-95.9% | $12,690-97.3% | $6,918-95.1% |