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 | $60,633 | $78,422-22.7% | $95,952-36.8% | $79,858-24.1% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 17.58% | 19.37%-1.8pp | 91.61%-74.0pp | 31.71%-14.1pp |
| Employer contribution / active EE | $1,083 | $1,945-44.3% | $2,541-57.4% | $2,471-56.2% |
| Participant deferral / active EE | $2,664 | $3,440-22.6% | $4,167-36.1% | $3,740-28.8% |
| Admin fee / account holder | $3,369 | $5,622-40.1% | $6,795-50.4% | $5,306-36.5% |