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 | $69,628 | $72,277-3.7% | $101,248-31.2% | $79,858-12.8% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.66% | 22.30%-4.6pp | 46.47%-28.8pp | 31.71%-14.1pp |
| Employer contribution / active EE | $8,059 | $2,692+199.4% | $3,660+120.2% | $2,471+226.2% |
| Participant deferral / active EE | $3,730 | $3,282+13.7% | $4,370-14.6% | $3,740-0.3% |
| Admin fee / account holder | $1,573 | $4,400-64.3% | $5,945-73.5% | $5,306-70.4% |