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 5-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 | $183,132 | $210,408-13.0% | $153,485+19.3% | $145,922+25.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 77.1%+22.9pp | 80.3%+19.7pp |
| Annual return | 16.97% | 13.37%+3.6pp | 15.65%+1.3pp | 561.29%-544.3pp |
| Employer contribution / active EE | $2,863 | $6,048-52.7% | $5,039-43.2% | $4,660-38.6% |
| Participant deferral / active EE | $2,845 | $7,975-64.3% | $6,757-57.9% | $6,688-57.5% |
| Admin fee / account holder | $3,651 | $19,419-81.2% | $12,724-71.3% | $13,397-72.7% |