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 | $75,079 | $76,552-1.9% | $123,892-39.4% | $62,891+19.4% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.95% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,329 | $2,883+84.9% | $4,617+15.4% | $2,281+133.7% |
| Participant deferral / active EE | $3,805 | $4,840-21.4% | $5,984-36.4% | $3,203+18.8% |
| Admin fee / account holder | $390 | $4,826-91.9% | $8,357-95.3% | $4,296-90.9% |