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 | $39,855 | $72,277-44.9% | $101,248-60.6% | $79,858-50.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 36.04% | 22.30%+13.7pp | 46.47%-10.4pp | 31.71%+4.3pp |
| Employer contribution / active EE | $3,343 | $2,692+24.2% | $3,660-8.6% | $2,471+35.3% |
| Participant deferral / active EE | $6,692 | $3,282+103.9% | $4,370+53.1% | $3,740+78.9% |
| Admin fee / account holder | $1,218 | $4,400-72.3% | $5,945-79.5% | $5,306-77.0% |