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 | $104,823 | $82,882+26.5% | $127,761-18.0% | $72,985+43.6% |
| Participation rate | 100.0% | 71.5%+28.5pp | 79.0%+21.0pp | 69.5%+30.5pp |
| Annual return | 25.28% | 32.20%-6.9pp | 26.14%-0.9pp | 81.00%-55.7pp |
| Employer contribution / active EE | $1,878 | $3,346-43.9% | $4,574-58.9% | $2,440-23.0% |
| Participant deferral / active EE | $2,839 | $4,791-40.7% | $6,021-52.8% | $3,607-21.3% |
| Admin fee / account holder | $3,071 | $6,487-52.7% | $9,395-67.3% | $5,124-40.1% |