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 | $93,808 | $77,813+20.6% | $123,544-24.1% | $64,186+46.2% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | 10.55% | 12.48%-1.9pp | 119.20%-108.6pp | 7.63%+2.9pp |
| Employer contribution / active EE | $3,802 | $3,014+26.2% | $4,628-17.8% | $2,381+59.7% |
| Participant deferral / active EE | $2,248 | $5,240-57.1% | $6,426-65.0% | $3,470-35.2% |
| Admin fee / account holder | $2,003 | $5,519-63.7% | $9,284-78.4% | $4,888-59.0% |