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 | $64,848 | $72,277-10.3% | $101,248-36.0% | $79,858-18.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 20.00% | 22.30%-2.3pp | 46.47%-26.5pp | 31.71%-11.7pp |
| Employer contribution / active EE | $5,610 | $2,692+108.4% | $3,660+53.3% | $2,471+127.0% |
| Participant deferral / active EE | $4,450 | $3,282+35.6% | $4,370+1.8% | $3,740+19.0% |
| Admin fee / account holder | $3,288 | $4,400-25.3% | $5,945-44.7% | $5,306-38.0% |