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 | $83,646 | $87,733-4.7% | $106,548-21.5% | $85,850-2.6% |
| Participation rate | 100.0% | 71.9%+28.1pp | 76.1%+23.9pp | 69.3%+30.7pp |
| Annual return | 13.20% | 21.86%-8.7pp | 26.80%-13.6pp | 318.53%-305.3pp |
| Employer contribution / active EE | $2,360 | $2,073+13.9% | $2,819-16.3% | $2,565-8.0% |
| Participant deferral / active EE | $4,044 | $3,469+16.6% | $4,398-8.1% | $3,952+2.3% |
| Admin fee / account holder | $6,649 | $6,767-1.8% | $7,407-10.2% | $6,260+6.2% |