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 | $69,154 | $95,803-27.8% | $113,168-38.9% | $84,808-18.5% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 19.52% | 25.00%-5.5pp | 24.27%-4.8pp | 40.90%-21.4pp |
| Employer contribution / active EE | $3,256 | $2,360+37.9% | $2,975+9.4% | $2,631+23.7% |
| Participant deferral / active EE | $3,080 | $4,242-27.4% | $5,107-39.7% | $4,212-26.9% |
| Admin fee / account holder | $2,789 | $8,989-69.0% | $12,068-76.9% | $7,344-62.0% |