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 | $63,159 | $72,492-12.9% | $87,100-27.5% | $72,985-13.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 25.83% | 24.46%+1.4pp | 28.19%-2.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $2,822 | $1,894+49.0% | $2,521+11.9% | $2,440+15.6% |
| Participant deferral / active EE | $3,106 | $3,270-5.0% | $4,049-23.3% | $3,607-13.9% |
| Admin fee / account holder | $2,336 | $5,055-53.8% | $7,497-68.8% | $5,124-54.4% |