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 | $61,966 | $181,894-65.9% | $156,549-60.4% | $273,961-77.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.84% | 30.74%-17.9pp | 32.23%-19.4pp | 41.45%-28.6pp |
| Employer contribution / active EE | $6,110 | $6,248-2.2% | $5,501+11.1% | $4,869+25.5% |
| Participant deferral / active EE | $4,945 | $5,550-10.9% | $4,871+1.5% | $5,287-6.5% |
| Admin fee / account holder | $802 | $15,559-94.8% | $13,027-93.8% | $10,132-92.1% |