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 | $68,332 | $101,763-32.9% | $164,866-58.6% | $80,874-15.5% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 26.55% | 16.73%+9.8pp | 69.97%-43.4pp | 35.62%-9.1pp |
| Employer contribution / active EE | $3,283 | $2,954+11.1% | $4,343-24.4% | $2,756+19.1% |
| Participant deferral / active EE | $5,117 | $4,477+14.3% | $6,033-15.2% | $4,297+19.1% |
| Admin fee / account holder | $14,048 | $8,228+70.7% | $12,689+10.7% | $6,935+102.6% |