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 | $103,033 | $78,672+31.0% | $109,143-5.6% | $85,850+20.0% |
| Participation rate | 100.0% | 68.3%+31.7pp | 75.9%+24.1pp | 69.3%+30.7pp |
| Annual return | 14.30% | 25.09%-10.8pp | 25.75%-11.4pp | 318.53%-304.2pp |
| Employer contribution / active EE | $5,431 | $2,735+98.6% | $3,722+45.9% | $2,565+111.7% |
| Participant deferral / active EE | $5,330 | $3,467+53.7% | $4,653+14.5% | $3,952+34.9% |
| Admin fee / account holder | $748 | $5,469-86.3% | $6,752-88.9% | $6,260-88.1% |