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 | $86,929-40.9% | $102,423-49.8% | $80,856-36.5% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 16.86% | 18.88%-2.0pp | 29.32%-12.5pp | 35.59%-18.7pp |
| Employer contribution / active EE | $3,320 | $2,369+40.1% | $3,023+9.8% | $2,755+20.5% |
| Participant deferral / active EE | $3,027 | $4,118-26.5% | $5,053-40.1% | $4,296-29.5% |
| Admin fee / account holder | $7,947 | $8,049-1.3% | $9,451-15.9% | $6,918+14.9% |