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 | $104,026 | $101,724+2.3% | $164,813-36.9% | $80,856+28.7% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 11.37% | 16.72%-5.3pp | 69.93%-58.6pp | 35.59%-24.2pp |
| Employer contribution / active EE | $3,568 | $2,953+20.8% | $4,341-17.8% | $2,755+29.5% |
| Participant deferral / active EE | $6,333 | $4,477+41.4% | $6,031+5.0% | $4,296+47.4% |
| Admin fee / account holder | $27,680 | $8,227+236.4% | $12,690+118.1% | $6,918+300.1% |