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 | $58,350 | $81,460-28.4% | $103,333-43.5% | $80,856-27.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 27.30% | 25.55%+1.8pp | 24.88%+2.4pp | 35.59%-8.3pp |
| Employer contribution / active EE | $2,918 | $3,105-6.0% | $3,868-24.5% | $2,755+5.9% |
| Participant deferral / active EE | $6,939 | $3,869+79.4% | $5,057+37.2% | $4,296+61.5% |
| Admin fee / account holder | $3,029 | $6,566-53.9% | $8,355-63.7% | $6,918-56.2% |