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 | $67,732 | $95,803-29.3% | $113,168-40.1% | $84,808-20.1% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 14.42% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $2,662 | $2,360+12.8% | $2,975-10.5% | $2,631+1.2% |
| Participant deferral / active EE | $5,376 | $4,242+26.7% | $5,107+5.3% | $4,212+27.7% |
| Admin fee / account holder | $5,564 | $8,989-38.1% | $12,068-53.9% | $7,344-24.2% |