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 | $78,062 | $73,933+5.6% | $96,683-19.3% | $75,163+3.9% |
| Participation rate | 100.0% | 66.4%+33.6pp | 74.3%+25.7pp | 67.2%+32.8pp |
| Annual return | 14.08% | 26.70%-12.6pp | 35.69%-21.6pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,895 | $2,928-35.3% | $3,737-49.3% | $2,670-29.0% |
| Participant deferral / active EE | $2,880 | $3,659-21.3% | $4,878-41.0% | $4,125-30.2% |
| Admin fee / account holder | $1,006 | $5,216-80.7% | $6,730-85.0% | $5,651-82.2% |