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 | $99,646 | $80,968+23.1% | $96,544+3.2% | $75,163+32.6% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 18.40% | 27.06%-8.7pp | 25.84%-7.4pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,070 | $2,282-9.3% | $2,965-30.2% | $2,670-22.5% |
| Participant deferral / active EE | $5,962 | $3,928+51.8% | $4,851+22.9% | $4,125+44.5% |
| Admin fee / account holder | $1,253 | $6,724-81.4% | $8,252-84.8% | $5,651-77.8% |