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 | $65,701 | $108,825-39.6% | $156,181-57.9% | $82,448-20.3% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 16.84% | 20.59%-3.7pp | 64.87%-48.0pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,367 | $2,870-17.5% | $4,294-44.9% | $2,551-7.2% |
| Participant deferral / active EE | $6,015 | $4,577+31.4% | $6,132-1.9% | $4,139+45.3% |
| Admin fee / account holder | $1,913 | $9,341-79.5% | $14,586-86.9% | $7,234-73.6% |