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 | $94,031+14.1% | $115,768-7.3% | $82,448+30.1% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 18.20% | 20.61%-2.4pp | 100.46%-82.3pp | 41.64%-23.4pp |
| Employer contribution / active EE | $1,842 | $2,323-20.7% | $2,940-37.3% | $2,551-27.8% |
| Participant deferral / active EE | $4,030 | $3,972+1.5% | $4,917-18.0% | $4,139-2.6% |
| Admin fee / account holder | $1,751 | $10,249-82.9% | $12,439-85.9% | $7,234-75.8% |