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 | $81,362 | $80,673+0.9% | $101,326-19.7% | $84,808-4.1% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 17.24% | 38.95%-21.7pp | 36.82%-19.6pp | 40.90%-23.7pp |
| Employer contribution / active EE | $4,539 | $2,698+68.2% | $3,665+23.8% | $2,631+72.5% |
| Participant deferral / active EE | $4,347 | $6,840-36.5% | $7,994-45.6% | $4,212+3.2% |
| Admin fee / account holder | $2,646 | $12,784-79.3% | $11,185-76.3% | $7,344-64.0% |