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 8-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 | $64,091 | $102,245-37.3% | $89,340-28.3% | $137,256-53.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 69.6%+30.4pp | 80.0%+20.0pp |
| Annual return | 18.85% | 21.89%-3.0pp | 20.57%-1.7pp | 220.34%-201.5pp |
| Employer contribution / active EE | $3,035 | $2,529+20.0% | $2,231+36.0% | $4,156-27.0% |
| Participant deferral / active EE | $10,069 | $4,436+127.0% | $3,823+163.4% | $6,407+57.2% |
| Admin fee / account holder | $4,660 | $8,085-42.4% | $6,704-30.5% | $12,270-62.0% |