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 | $108,812 | $98,750+10.2% | $149,696-27.3% | $79,858+36.3% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.6%+30.4pp |
| Annual return | 17.17% | 27.43%-10.3pp | 276.60%-259.4pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,257 | $3,216-29.8% | $4,644-51.4% | $2,471-8.7% |
| Participant deferral / active EE | $4,661 | $5,680-17.9% | $6,842-31.9% | $3,740+24.6% |
| Admin fee / account holder | $4,251 | $6,053-29.8% | $9,309-54.3% | $5,306-19.9% |