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 | $54,543 | $72,012-24.3% | $185,823-70.6% | $79,858-31.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 18.26% | 23.12%-4.9pp | 35.95%-17.7pp | 31.71%-13.5pp |
| Employer contribution / active EE | $5,060 | $1,965+157.5% | $4,087+23.8% | $2,471+104.8% |
| Participant deferral / active EE | $3,339 | $3,779-11.6% | $5,632-40.7% | $3,740-10.7% |
| Admin fee / account holder | $2,124 | $4,513-52.9% | $9,500-77.6% | $5,306-60.0% |