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 | $126,713 | $97,125+30.5% | $86,233+46.9% | $137,256-7.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.0%+31.0pp | 80.0%+20.0pp |
| Annual return | 18.26% | 74.19%-55.9pp | 61.39%-43.1pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,910 | $2,841-32.8% | $2,504-23.7% | $4,156-54.0% |
| Participant deferral / active EE | $7,594 | $5,180+46.6% | $4,559+66.6% | $6,407+18.5% |
| Admin fee / account holder | $1,444 | $9,725-85.2% | $8,342-82.7% | $12,270-88.2% |