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 | $98,727 | $89,753+10.0% | $107,525-8.2% | $84,808+16.4% |
| Participation rate | 100.0% | 68.1%+31.9pp | 75.1%+24.9pp | 68.3%+31.7pp |
| Annual return | 13.05% | 29.48%-16.4pp | 181.32%-168.3pp | 40.90%-27.8pp |
| Employer contribution / active EE | $4,739 | $3,113+52.2% | $3,754+26.3% | $2,631+80.1% |
| Participant deferral / active EE | $6,013 | $4,056+48.2% | $5,116+17.5% | $4,212+42.8% |
| Admin fee / account holder | $5,685 | $7,222-21.3% | $8,919-36.3% | $7,344-22.6% |