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 | $71,043 | $138,347-48.6% | $184,203-61.4% | $80,856-12.1% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.6%+32.4pp |
| Annual return | 16.63% | 20.02%-3.4pp | 28.81%-12.2pp | 35.59%-19.0pp |
| Employer contribution / active EE | $7,728 | $4,850+59.3% | $6,427+20.2% | $2,755+180.5% |
| Participant deferral / active EE | $6,015 | $7,071-14.9% | $9,131-34.1% | $4,296+40.0% |
| Admin fee / account holder | $3,391 | $10,483-67.7% | $13,901-75.6% | $6,918-51.0% |