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 | $124,824 | $89,753+39.1% | $107,525+16.1% | $84,808+47.2% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 18.72% | 29.48%-10.8pp | 181.32%-162.6pp | 40.90%-22.2pp |
| Employer contribution / active EE | $2,540 | $3,113-18.4% | $3,754-32.3% | $2,631-3.5% |
| Participant deferral / active EE | $3,642 | $4,056-10.2% | $5,116-28.8% | $4,212-13.5% |
| Admin fee / account holder | $3,311 | $7,222-54.1% | $8,919-62.9% | $7,344-54.9% |