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 | $54,711 | $72,277-24.3% | $101,248-46.0% | $79,858-31.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 23.89% | 22.30%+1.6pp | 46.47%-22.6pp | 31.71%-7.8pp |
| Employer contribution / active EE | $5,818 | $2,692+116.1% | $3,660+59.0% | $2,471+135.5% |
| Participant deferral / active EE | $3,861 | $3,282+17.7% | $4,370-11.6% | $3,740+3.2% |
| Admin fee / account holder | $2,145 | $4,400-51.3% | $5,945-63.9% | $5,306-59.6% |