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 | $85,971 | $81,233+5.8% | $155,567-44.7% | $80,874+6.3% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 13.18% | 33.33%-20.2pp | 64.74%-51.6pp | 35.62%-22.4pp |
| Employer contribution / active EE | $2,709 | $3,101-12.6% | $4,674-42.0% | $2,756-1.7% |
| Participant deferral / active EE | $2,609 | $3,452-24.4% | $5,628-53.6% | $4,297-39.3% |
| Admin fee / account holder | $4,308 | $7,998-46.1% | $15,916-72.9% | $6,935-37.9% |