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 | $73,715 | $58,851+25.3% | $115,157-36.0% | $72,985+1.0% |
| Participation rate | 100.0% | 65.5%+34.5pp | 75.9%+24.1pp | 69.5%+30.5pp |
| Annual return | 16.47% | 23.16%-6.7pp | 35.60%-19.1pp | 81.00%-64.5pp |
| Employer contribution / active EE | $2,621 | $1,798+45.8% | $3,179-17.5% | $2,440+7.4% |
| Participant deferral / active EE | $3,979 | $2,643+50.6% | $4,168-4.5% | $3,607+10.3% |
| Admin fee / account holder | $3,572 | $6,370-43.9% | $7,088-49.6% | $5,124-30.3% |