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 | $94,731 | $76,552+23.7% | $123,892-23.5% | $62,891+50.6% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 6.76% | 18.68%-11.9pp | 47.52%-40.8pp | 20.14%-13.4pp |
| Employer contribution / active EE | $2,749 | $2,883-4.6% | $4,617-40.5% | $2,281+20.5% |
| Participant deferral / active EE | $4,540 | $4,840-6.2% | $5,984-24.1% | $3,203+41.7% |
| Admin fee / account holder | $3,030 | $4,826-37.2% | $8,357-63.7% | $4,296-29.5% |