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 | $112,195 | $125,758-10.8% | $169,993-34.0% | $75,163+49.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 14.32% | 27.20%-12.9pp | 53.37%-39.1pp | 160.62%-146.3pp |
| Employer contribution / active EE | $3,376 | $4,615-26.8% | $6,785-50.2% | $2,670+26.5% |
| Participant deferral / active EE | $3,917 | $6,837-42.7% | $10,408-62.4% | $4,125-5.0% |
| Admin fee / account holder | $3,202 | $8,173-60.8% | $12,815-75.0% | $5,651-43.3% |