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 | $109,881-25.9% | $150,045-45.8% | $84,808-4.1% |
| Participation rate | 100.0% | 76.1%+23.9pp | 82.3%+17.7pp | 68.3%+31.7pp |
| Annual return | 25.93% | 28.25%-2.3pp | 62.55%-36.6pp | 40.90%-15.0pp |
| Employer contribution / active EE | $3,325 | $3,561-6.6% | $4,693-29.1% | $2,631+26.4% |
| Participant deferral / active EE | $8,519 | $6,636+28.4% | $7,997+6.5% | $4,212+102.3% |
| Admin fee / account holder | $12,705 | $8,568+48.3% | $13,435-5.4% | $7,344+73.0% |