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 | $156,725 | $95,266+64.5% | $82,389+90.2% | $142,382+10.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 69.5%+30.5pp | 80.1%+19.9pp |
| Annual return | 14.79% | 25.74%-10.9pp | 28.67%-13.9pp | 217.08%-202.3pp |
| Employer contribution / active EE | $2,907 | $2,991-2.8% | $2,517+15.5% | $4,299-32.4% |
| Participant deferral / active EE | $6,020 | $4,809+25.2% | $4,155+44.9% | $6,507-7.5% |
| Admin fee / account holder | $1,563 | $8,563-81.7% | $7,231-78.4% | $12,624-87.6% |