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 | $108,115 | $42,383+155.1% | $76,523+41.3% | $64,186+68.4% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | 11.82% | -16.54%+28.4pp | -0.27%+12.1pp | 7.63%+4.2pp |
| Employer contribution / active EE | $4,723 | $1,563+202.1% | $2,647+78.4% | $2,381+98.4% |
| Participant deferral / active EE | $2,734 | $2,566+6.5% | $3,835-28.7% | $3,470-21.2% |
| Admin fee / account holder | $1,728 | $3,198-46.0% | $4,848-64.4% | $4,888-64.7% |