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 | $56,137 | $125,758-55.4% | $169,993-67.0% | $75,163-25.3% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.0%+13.0pp | 67.2%+32.8pp |
| Annual return | 20.30% | 27.20%-6.9pp | 53.37%-33.1pp | 160.62%-140.3pp |
| Employer contribution / active EE | $2,352 | $4,615-49.0% | $6,785-65.3% | $2,670-11.9% |
| Participant deferral / active EE | $6,452 | $6,837-5.6% | $10,408-38.0% | $4,125+56.4% |
| Admin fee / account holder | $9,344 | $8,173+14.3% | $12,815-27.1% | $5,651+65.4% |