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 | $108,099 | $88,042+22.8% | $138,135-21.7% | $79,858+35.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 20.60% | 20.58%0pp | 20.51%+0.1pp | 31.71%-11.1pp |
| Employer contribution / active EE | $1,793 | $3,103-42.2% | $5,587-67.9% | $2,471-27.4% |
| Participant deferral / active EE | $2,423 | $4,704-48.5% | $6,431-62.3% | $3,740-35.2% |
| Admin fee / account holder | $8,287 | $7,791+6.4% | $11,856-30.1% | $5,306+56.2% |