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 | $93,396 | $80,717+15.7% | $154,803-39.7% | $84,808+10.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 78.1%+21.9pp | 68.3%+31.7pp |
| Annual return | 14.63% | 37.96%-23.3pp | 58.88%-44.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,425 | $2,761-12.2% | $4,305-43.7% | $2,631-7.8% |
| Participant deferral / active EE | $4,064 | $3,303+23.0% | $5,540-26.6% | $4,212-3.5% |
| Admin fee / account holder | $4,974 | $6,746-26.3% | $14,329-65.3% | $7,344-32.3% |