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 | $51,368 | $86,922-40.9% | $102,438-49.9% | $80,874-36.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.86% | 18.90%-2.0pp | 29.37%-12.5pp | 35.62%-18.8pp |
| Employer contribution / active EE | $3,320 | $2,369+40.1% | $3,024+9.8% | $2,756+20.5% |
| Participant deferral / active EE | $3,027 | $4,119-26.5% | $5,054-40.1% | $4,297-29.6% |
| Admin fee / account holder | $7,947 | $8,050-1.3% | $9,448-15.9% | $6,935+14.6% |