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 | $98,888 | $80,968+22.1% | $96,544+2.4% | $75,163+31.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 22.98% | 27.06%-4.1pp | 25.84%-2.9pp | 160.62%-137.6pp |
| Employer contribution / active EE | $1,146 | $2,282-49.8% | $2,965-61.4% | $2,670-57.1% |
| Participant deferral / active EE | $2,743 | $3,928-30.2% | $4,851-43.5% | $4,125-33.5% |
| Admin fee / account holder | $3,930 | $6,724-41.6% | $8,252-52.4% | $5,651-30.5% |