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 | $91,604 | $109,359-16.2% | $162,163-43.5% | $72,985+25.5% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 23.54% | 25.46%-1.9pp | 115.59%-92.0pp | 81.00%-57.5pp |
| Employer contribution / active EE | $3,812 | $3,907-2.4% | $5,614-32.1% | $2,440+56.2% |
| Participant deferral / active EE | $7,171 | $5,481+30.8% | $7,298-1.7% | $3,607+98.8% |
| Admin fee / account holder | $1,560 | $7,972-80.4% | $10,843-85.6% | $5,124-69.6% |