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 | $112,859 | $95,803+17.8% | $113,168-0.3% | $84,808+33.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 26.66% | 25.00%+1.7pp | 24.27%+2.4pp | 40.90%-14.2pp |
| Employer contribution / active EE | $3,026 | $2,360+28.2% | $2,975+1.7% | $2,631+15.0% |
| Participant deferral / active EE | $4,228 | $4,242-0.3% | $5,107-17.2% | $4,212+0.4% |
| Admin fee / account holder | $2,829 | $8,989-68.5% | $12,068-76.6% | $7,344-61.5% |