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 | $120,390 | $78,672+53.0% | $109,143+10.3% | $85,850+40.2% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.62% | 25.09%-10.5pp | 25.75%-11.1pp | 318.53%-303.9pp |
| Employer contribution / active EE | $1,819 | $2,735-33.5% | $3,722-51.1% | $2,565-29.1% |
| Participant deferral / active EE | $4,880 | $3,467+40.7% | $4,653+4.9% | $3,952+23.5% |
| Admin fee / account holder | $888 | $5,469-83.8% | $6,752-86.9% | $6,260-85.8% |