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 | $61,492 | $67,606-9.0% | $82,313-25.3% | $70,131-12.3% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 13.11% | 21.57%-8.5pp | 25.88%-12.8pp | 73.14%-60.0pp |
| Employer contribution / active EE | $827 | $1,755-52.9% | $2,428-66.0% | $2,342-64.7% |
| Participant deferral / active EE | $3,820 | $2,987+27.9% | $3,706+3.1% | $3,332+14.6% |
| Admin fee / account holder | $1,144 | $4,512-74.7% | $5,608-79.6% | $4,645-75.4% |