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 | $66,156 | $80,968-18.3% | $96,544-31.5% | $75,163-12.0% |
| Participation rate | 100.0% | 71.8%+28.2pp | 76.0%+24.0pp | 67.2%+32.8pp |
| Annual return | 20.21% | 27.06%-6.9pp | 25.84%-5.6pp | 160.62%-140.4pp |
| Employer contribution / active EE | $3,723 | $2,282+63.2% | $2,965+25.6% | $2,670+39.4% |
| Participant deferral / active EE | $12,393 | $3,928+215.5% | $4,851+155.5% | $4,125+200.4% |
| Admin fee / account holder | $2,416 | $6,724-64.1% | $8,252-70.7% | $5,651-57.2% |