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 | $72,108 | $86,929-17.0% | $102,423-29.6% | $80,856-10.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 18.24% | 18.88%-0.6pp | 29.32%-11.1pp | 35.59%-17.4pp |
| Employer contribution / active EE | $2,109 | $2,369-11.0% | $3,023-30.2% | $2,755-23.4% |
| Participant deferral / active EE | $6,136 | $4,118+49.0% | $5,053+21.4% | $4,296+42.8% |
| Admin fee / account holder | $1,198 | $8,049-85.1% | $9,451-87.3% | $6,918-82.7% |