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 | $152,193 | $127,065+19.8% | $113,168+34.5% | $142,382+6.9% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 15.02% | 24.03%-9.0pp | 24.27%-9.2pp | 217.08%-202.1pp |
| Employer contribution / active EE | $1,934 | $3,442-43.8% | $2,975-35.0% | $4,299-55.0% |
| Participant deferral / active EE | $3,018 | $5,716-47.2% | $5,107-40.9% | $6,507-53.6% |
| Admin fee / account holder | $4,653 | $15,736-70.4% | $12,068-61.4% | $12,624-63.1% |