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 | $95,353 | $68,547+39.1% | $120,354-20.8% | $80,856+17.9% |
| Participation rate | 100.0% | 61.6%+38.4pp | 71.9%+28.1pp | 67.6%+32.4pp |
| Annual return | 16.44% | 23.60%-7.2pp | 107.15%-90.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,152 | $2,051+53.7% | $3,463-9.0% | $2,755+14.4% |
| Participant deferral / active EE | $3,406 | $3,173+7.3% | $4,991-31.8% | $4,296-20.7% |
| Admin fee / account holder | $1,628 | $5,732-71.6% | $9,423-82.7% | $6,918-76.5% |