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 | $67,023 | $58,828+13.9% | $77,999-14.1% | $62,891+6.6% |
| Participation rate | 100.0% | 71.1%+28.9pp | 75.5%+24.5pp | 69.3%+30.7pp |
| Annual return | 7.24% | 17.16%-9.9pp | 425.96%-418.7pp | 20.14%-12.9pp |
| Employer contribution / active EE | $1,615 | $1,672-3.4% | $2,470-34.6% | $2,281-29.2% |
| Participant deferral / active EE | $2,476 | $2,686-7.8% | $3,497-29.2% | $3,203-22.7% |
| Admin fee / account holder | $3,273 | $4,393-25.5% | $5,480-40.3% | $4,296-23.8% |