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 | $77,579 | $86,891-10.7% | $142,449-45.5% | $75,163+3.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.8%+23.2pp | 67.2%+32.8pp |
| Annual return | 18.70% | 23.31%-4.6pp | 19.99%-1.3pp | 160.62%-141.9pp |
| Employer contribution / active EE | $2,202 | $3,355-34.4% | $4,847-54.6% | $2,670-17.5% |
| Participant deferral / active EE | $4,659 | $4,938-5.7% | $6,283-25.9% | $4,125+12.9% |
| Admin fee / account holder | $9,219 | $7,299+26.3% | $10,011-7.9% | $5,651+63.2% |