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 | $73,309 | $81,460-10.0% | $103,333-29.1% | $80,856-9.3% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 13.74% | 25.55%-11.8pp | 24.88%-11.1pp | 35.59%-21.9pp |
| Employer contribution / active EE | $3,398 | $3,105+9.4% | $3,868-12.2% | $2,755+23.3% |
| Participant deferral / active EE | $5,017 | $3,869+29.7% | $5,057-0.8% | $4,296+16.8% |
| Admin fee / account holder | $4,053 | $6,566-38.3% | $8,355-51.5% | $6,918-41.4% |