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 | $136,263 | $72,277+88.5% | $101,248+34.6% | $79,858+70.6% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.53% | 22.30%+1.2pp | 46.47%-22.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $2,073 | $2,692-23.0% | $3,660-43.4% | $2,471-16.1% |
| Participant deferral / active EE | $3,581 | $3,282+9.1% | $4,370-18.1% | $3,740-4.3% |
| Admin fee / account holder | $2,340 | $4,400-46.8% | $5,945-60.6% | $5,306-55.9% |