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 | $55,822 | $110,257-49.4% | $96,544-42.2% | $139,434-60.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 76.0%+24.0pp | 80.3%+19.7pp |
| Annual return | 29.88% | 26.32%+3.6pp | 25.84%+4.0pp | 372.94%-343.1pp |
| Employer contribution / active EE | $2,427 | $3,620-33.0% | $2,965-18.2% | $4,751-48.9% |
| Participant deferral / active EE | $6,552 | $5,548+18.1% | $4,851+35.1% | $6,710-2.4% |
| Admin fee / account holder | $6,273 | $11,591-45.9% | $8,252-24.0% | $11,403-45.0% |