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 | $126,942 | $97,044+30.8% | $83,333+52.3% | $135,375-6.2% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 10.54% | 12.31%-1.8pp | 10.63%-0.1pp | 519.73%-509.2pp |
| Employer contribution / active EE | $4,508 | $4,143+8.8% | $3,379+33.4% | $4,779-5.7% |
| Participant deferral / active EE | $4,430 | $5,964-25.7% | $5,565-20.4% | $5,609-21.0% |
| Admin fee / account holder | $3,856 | $8,380-54.0% | $7,510-48.7% | $10,827-64.4% |