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 | $60,688 | $58,512+3.7% | $84,015-27.8% | $72,985-16.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 29.67% | 28.93%+0.7pp | 71.31%-41.6pp | 81.00%-51.3pp |
| Employer contribution / active EE | $1,684 | $1,163+44.8% | $1,983-15.1% | $2,440-31.0% |
| Participant deferral / active EE | $3,395 | $2,394+41.8% | $3,239+4.8% | $3,607-5.9% |
| Admin fee / account holder | $23,274 | $4,569+409.4% | $6,101+281.5% | $5,124+354.2% |