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 | $64,096 | $93,170-31.2% | $100,534-36.2% | $84,808-24.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 80.6%+19.4pp | 68.3%+31.7pp |
| Annual return | 15.45% | 47.13%-31.7pp | 32.66%-17.2pp | 40.90%-25.4pp |
| Employer contribution / active EE | $4,024 | $3,985+1.0% | $4,346-7.4% | $2,631+53.0% |
| Participant deferral / active EE | $6,538 | $5,699+14.7% | $6,144+6.4% | $4,212+55.2% |
| Admin fee / account holder | $4,482 | $7,382-39.3% | $7,654-41.4% | $7,344-39.0% |