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 | $133,370 | $65,395+103.9% | $182,532-26.9% | $72,985+82.7% |
| Participation rate | 100.0% | 65.4%+34.6pp | 78.0%+22.0pp | 69.5%+30.5pp |
| Annual return | 21.36% | 27.68%-6.3pp | 148.54%-127.2pp | 81.00%-59.6pp |
| Employer contribution / active EE | $3,647 | $1,911+90.8% | $4,076-10.5% | $2,440+49.5% |
| Participant deferral / active EE | $4,416 | $3,563+24.0% | $5,524-20.1% | $3,607+22.4% |
| Admin fee / account holder | $601 | $4,245-85.8% | $8,592-93.0% | $5,124-88.3% |