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 | $53,332 | $78,520-32.1% | $96,576-44.8% | $82,448-35.3% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 16.20% | 41.30%-25.1pp | 38.47%-22.3pp | 41.64%-25.4pp |
| Employer contribution / active EE | $3,018 | $2,630+14.8% | $3,553-15.1% | $2,551+18.3% |
| Participant deferral / active EE | $4,629 | $6,754-31.5% | $7,956-41.8% | $4,139+11.8% |
| Admin fee / account holder | $2,397 | $13,455-82.2% | $11,381-78.9% | $7,234-66.9% |