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 | $54,599 | $51,175+6.7% | $70,515-22.6% | $75,163-27.4% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 16.06% | 30.02%-14.0pp | 32.77%-16.7pp | 160.62%-144.6pp |
| Employer contribution / active EE | $1,978 | $1,826+8.3% | $2,973-33.5% | $2,670-25.9% |
| Participant deferral / active EE | $4,931 | $2,849+73.1% | $4,567+8.0% | $4,125+19.5% |
| Admin fee / account holder | $1,019 | $4,091-75.1% | $6,412-84.1% | $5,651-82.0% |