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 | $81,369 | $106,749-23.8% | $145,433-44.1% | $82,448-1.3% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 25.93% | 27.59%-1.7pp | 66.58%-40.6pp | 41.64%-15.7pp |
| Employer contribution / active EE | $3,325 | $3,444-3.5% | $4,554-27.0% | $2,551+30.3% |
| Participant deferral / active EE | $8,519 | $6,519+30.7% | $7,897+7.9% | $4,139+105.8% |
| Admin fee / account holder | $12,705 | $8,390+51.4% | $13,129-3.2% | $7,234+75.6% |