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 | $85,249 | $86,929-1.9% | $102,423-16.8% | $80,856+5.4% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 24.43% | 18.88%+5.5pp | 29.32%-4.9pp | 35.59%-11.2pp |
| Employer contribution / active EE | $968 | $2,369-59.1% | $3,023-68.0% | $2,755-64.9% |
| Participant deferral / active EE | $2,556 | $4,118-37.9% | $5,053-49.4% | $4,296-40.5% |
| Admin fee / account holder | $1,867 | $8,049-76.8% | $9,451-80.2% | $6,918-73.0% |