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 | $73,021 | $74,927-2.5% | $101,794-28.3% | $84,808-13.9% |
| Participation rate | 82.5% | 61.4%+21.1pp | 69.2%+13.3pp | 68.3%+14.1pp |
| Annual return | 20.65% | 18.70%+1.9pp | 30.53%-9.9pp | 40.90%-20.2pp |
| Employer contribution / active EE | $2,356 | $1,522+54.8% | $2,289+3.0% | $2,631-10.4% |
| Participant deferral / active EE | $5,838 | $3,099+88.4% | $4,084+42.9% | $4,212+38.6% |
| Admin fee / account holder | $21,416 | $6,514+228.8% | $8,777+144.0% | $7,344+191.6% |