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 | $123,363 | $76,552+61.2% | $123,892-0.4% | $62,891+96.2% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.59% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.6pp |
| Employer contribution / active EE | $3,676 | $2,883+27.5% | $4,617-20.4% | $2,281+61.2% |
| Participant deferral / active EE | $4,981 | $4,840+2.9% | $5,984-16.8% | $3,203+55.5% |
| Admin fee / account holder | $413 | $4,826-91.4% | $8,357-95.1% | $4,296-90.4% |