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 | $143,102 | $80,673+77.4% | $101,326+41.2% | $84,808+68.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 18.48% | 38.95%-20.5pp | 36.82%-18.3pp | 40.90%-22.4pp |
| Employer contribution / active EE | $1,051 | $2,698-61.1% | $3,665-71.3% | $2,631-60.1% |
| Participant deferral / active EE | $8,192 | $6,840+19.8% | $7,994+2.5% | $4,212+94.5% |
| Admin fee / account holder | $893 | $12,784-93.0% | $11,185-92.0% | $7,344-87.8% |