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 | $97,329 | $68,719+41.6% | $91,541+6.3% | $84,808+14.8% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 18.43% | 19.12%-0.7pp | 20.50%-2.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $1,671 | $1,920-13.0% | $2,505-33.3% | $2,631-36.5% |
| Participant deferral / active EE | $4,250 | $3,136+35.6% | $4,008+6.1% | $4,212+0.9% |
| Admin fee / account holder | $1,800 | $5,786-68.9% | $6,956-74.1% | $7,344-75.5% |