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 | $68,848 | $118,450-41.9% | $98,439-30.1% | $139,434-50.6% |
| Participation rate | 100.0% | 77.4%+22.6pp | 75.2%+24.8pp | 80.3%+19.7pp |
| Annual return | 27.35% | 18.94%+8.4pp | 21.16%+6.2pp | 372.94%-345.6pp |
| Employer contribution / active EE | $3,096 | $3,609-14.2% | $3,048+1.6% | $4,751-34.8% |
| Participant deferral / active EE | $8,907 | $5,392+65.2% | $4,738+88.0% | $6,710+32.7% |
| Admin fee / account holder | $1,017 | $14,026-92.7% | $8,948-88.6% | $11,403-91.1% |