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 | $50,229 | $67,606-25.7% | $82,313-39.0% | $70,131-28.4% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 14.98% | 21.57%-6.6pp | 25.88%-10.9pp | 73.14%-58.2pp |
| Employer contribution / active EE | $3,275 | $1,755+86.6% | $2,428+34.9% | $2,342+39.8% |
| Participant deferral / active EE | $8,789 | $2,987+194.2% | $3,706+137.1% | $3,332+163.8% |
| Admin fee / account holder | $6,464 | $4,512+43.3% | $5,608+15.3% | $4,645+39.1% |