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 | $57,115 | $78,520-27.3% | $96,576-40.9% | $82,448-30.7% |
| Participation rate | 100.0% | 77.7%+22.3pp | 81.4%+18.6pp | 68.1%+31.9pp |
| Annual return | 15.42% | 41.30%-25.9pp | 38.47%-23.0pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,224 | $2,630-15.4% | $3,553-37.4% | $2,551-12.8% |
| Participant deferral / active EE | $3,684 | $6,754-45.5% | $7,956-53.7% | $4,139-11.0% |
| Admin fee / account holder | $8,104 | $13,455-39.8% | $11,381-28.8% | $7,234+12.0% |