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 | $110,330 | $51,175+115.6% | $70,515+56.5% | $75,163+46.8% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 19.01% | 30.02%-11.0pp | 32.77%-13.8pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,878 | $1,826+2.8% | $2,973-36.8% | $2,670-29.7% |
| Participant deferral / active EE | $12,125 | $2,849+325.6% | $4,567+165.5% | $4,125+193.9% |
| Admin fee / account holder | $2,050 | $4,091-49.9% | $6,412-68.0% | $5,651-63.7% |