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 | $80,259 | $81,446-1.5% | $103,374-22.4% | $80,874-0.8% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 15.38% | 25.57%-10.2pp | 24.89%-9.5pp | 35.62%-20.2pp |
| Employer contribution / active EE | $4,158 | $3,107+33.8% | $3,869+7.4% | $2,756+50.9% |
| Participant deferral / active EE | $3,469 | $3,870-10.4% | $5,058-31.4% | $4,297-19.3% |
| Admin fee / account holder | $1,601 | $6,715-76.2% | $8,394-80.9% | $6,935-76.9% |