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 | $106,297 | $72,277+47.1% | $101,248+5.0% | $79,858+33.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 18.52% | 22.30%-3.8pp | 46.47%-27.9pp | 31.71%-13.2pp |
| Employer contribution / active EE | $2,321 | $2,692-13.8% | $3,660-36.6% | $2,471-6.0% |
| Participant deferral / active EE | $1,643 | $3,282-49.9% | $4,370-62.4% | $3,740-56.1% |
| Admin fee / account holder | $2,310 | $4,400-47.5% | $5,945-61.1% | $5,306-56.5% |