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 | $141,066 | $72,177+95.4% | $115,037+22.6% | $59,632+136.6% |
| Participation rate | 100.0% | 72.6%+27.4pp | 81.4%+18.6pp | 68.7%+31.3pp |
| Annual return | 1.43% | 12.02%-10.6pp | 26.14%-24.7pp | 2041.28%-2039.9pp |
| Employer contribution / active EE | $3,642 | $2,841+28.2% | $4,608-21.0% | $2,203+65.3% |
| Participant deferral / active EE | $7,945 | $4,783+66.1% | $6,026+31.8% | $3,192+148.9% |
| Admin fee / account holder | $3,707 | $4,927-24.8% | $8,175-54.7% | $4,297-13.7% |