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 | $107,261 | $94,625+13.4% | $116,228-7.7% | $84,808+26.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.6%+25.4pp | 68.3%+31.7pp |
| Annual return | 18.20% | 20.40%-2.2pp | 90.06%-71.9pp | 40.90%-22.7pp |
| Employer contribution / active EE | $1,842 | $2,347-21.5% | $2,994-38.5% | $2,631-30.0% |
| Participant deferral / active EE | $4,030 | $3,972+1.5% | $4,953-18.6% | $4,212-4.3% |
| Admin fee / account holder | $1,751 | $10,091-82.6% | $11,989-85.4% | $7,344-76.2% |