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 | $97,426 | $79,557+22.5% | $118,746-18.0% | $70,131+38.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.3%+21.7pp | 69.5%+30.5pp |
| Annual return | 20.23% | 25.64%-5.4pp | 24.54%-4.3pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,650 | $2,861-42.3% | $4,193-60.6% | $2,342-29.6% |
| Participant deferral / active EE | $2,086 | $4,089-49.0% | $5,332-60.9% | $3,332-37.4% |
| Admin fee / account holder | $2,417 | $5,374-55.0% | $10,720-77.5% | $4,645-48.0% |