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 | $76,154 | $95,803-20.5% | $113,168-32.7% | $84,808-10.2% |
| Participation rate | 100.0% | 72.9%+27.1pp | 76.6%+23.4pp | 68.3%+31.7pp |
| Annual return | 17.53% | 25.00%-7.5pp | 24.27%-6.7pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,954 | $2,360+67.6% | $2,975+32.9% | $2,631+50.3% |
| Participant deferral / active EE | $7,827 | $4,242+84.5% | $5,107+53.3% | $4,212+85.8% |
| Admin fee / account holder | $3,753 | $8,989-58.2% | $12,068-68.9% | $7,344-48.9% |