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 | $75,350 | $86,929-13.3% | $102,423-26.4% | $80,856-6.8% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 12.56% | 18.88%-6.3pp | 29.32%-16.8pp | 35.59%-23.0pp |
| Employer contribution / active EE | $6,144 | $2,369+159.3% | $3,023+103.2% | $2,755+123.0% |
| Participant deferral / active EE | $4,489 | $4,118+9.0% | $5,053-11.2% | $4,296+4.5% |
| Admin fee / account holder | $953 | $8,049-88.2% | $9,451-89.9% | $6,918-86.2% |