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 | $102,835 | $67,411+52.5% | $91,001+13.0% | $70,131+46.6% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 19.73% | -40.16%+59.9pp | 4.60%+15.1pp | 73.14%-53.4pp |
| Employer contribution / active EE | $1,475 | $1,786-17.4% | $2,456-39.9% | $2,342-37.0% |
| Participant deferral / active EE | $4,277 | $2,823+51.5% | $3,547+20.6% | $3,332+28.4% |
| Admin fee / account holder | $624 | $4,236-85.3% | $5,417-88.5% | $4,645-86.6% |