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 | $106,475 | $57,828+84.1% | $117,039-9.0% | $70,131+51.8% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 15.23% | 17.55%-2.3pp | 18.95%-3.7pp | 73.14%-57.9pp |
| Employer contribution / active EE | $1,925 | $1,816+6.0% | $3,785-49.1% | $2,342-17.8% |
| Participant deferral / active EE | $4,295 | $2,438+76.2% | $3,929+9.3% | $3,332+28.9% |
| Admin fee / account holder | $1,928 | $3,548-45.7% | $5,974-67.7% | $4,645-58.5% |