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 | $63,299 | $78,422-19.3% | $95,952-34.0% | $79,858-20.7% |
| Participation rate | 100.0% | 73.5%+26.5pp | 77.1%+22.9pp | 69.6%+30.4pp |
| Annual return | 10.92% | 19.37%-8.5pp | 91.61%-80.7pp | 31.71%-20.8pp |
| Employer contribution / active EE | $2,587 | $1,945+33.0% | $2,541+1.8% | $2,471+4.7% |
| Participant deferral / active EE | $4,446 | $3,440+29.2% | $4,167+6.7% | $3,740+18.9% |
| Admin fee / account holder | $3,605 | $5,622-35.9% | $6,795-46.9% | $5,306-32.1% |