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 | $104,816 | $87,013+20.5% | $106,213-1.3% | $80,856+29.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.3%+24.7pp | 67.6%+32.4pp |
| Annual return | 13.09% | 17.05%-4.0pp | 116.14%-103.0pp | 35.59%-22.5pp |
| Employer contribution / active EE | $2,800 | $2,395+16.9% | $3,171-11.7% | $2,755+1.6% |
| Participant deferral / active EE | $4,972 | $3,986+24.8% | $5,016-0.9% | $4,296+15.8% |
| Admin fee / account holder | $1,161 | $8,431-86.2% | $11,033-89.5% | $6,918-83.2% |