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 | $59,069 | $106,584-44.6% | $101,326-41.7% | $142,382-58.5% |
| Participation rate | 100.0% | 82.7%+17.3pp | 81.5%+18.5pp | 80.1%+19.9pp |
| Annual return | 18.13% | 36.93%-18.8pp | 36.82%-18.7pp | 217.08%-198.9pp |
| Employer contribution / active EE | $5,218 | $3,956+31.9% | $3,665+42.4% | $4,299+21.4% |
| Participant deferral / active EE | $9,004 | $8,297+8.5% | $7,994+12.6% | $6,507+38.4% |
| Admin fee / account holder | $3,811 | $11,446-66.7% | $11,185-65.9% | $12,624-69.8% |