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 | $118,508 | $55,706+112.7% | $75,886+56.2% | $72,985+62.4% |
| Participation rate | 100.0% | 61.1%+38.9pp | 69.3%+30.7pp | 69.5%+30.5pp |
| Annual return | 21.46% | 27.59%-6.1pp | 30.76%-9.3pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,644 | $1,687-2.5% | $2,500-34.3% | $2,440-32.6% |
| Participant deferral / active EE | $4,850 | $2,634+84.2% | $3,603+34.6% | $3,607+34.5% |
| Admin fee / account holder | $1,901 | $3,978-52.2% | $5,418-64.9% | $5,124-62.9% |