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 | $61,328 | $79,944-23.3% | $98,439-37.7% | $75,163-18.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 75.2%+24.8pp | 67.2%+32.8pp |
| Annual return | 23.46% | 19.75%+3.7pp | 21.16%+2.3pp | 160.62%-137.2pp |
| Employer contribution / active EE | $1,708 | $2,264-24.6% | $3,048-44.0% | $2,670-36.0% |
| Participant deferral / active EE | $6,612 | $3,752+76.2% | $4,738+39.6% | $4,125+60.3% |
| Admin fee / account holder | $1,314 | $6,840-80.8% | $8,948-85.3% | $5,651-76.8% |