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 | $76,117 | $101,724-25.2% | $164,813-53.8% | $80,856-5.9% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.6%+32.4pp |
| Annual return | 18.03% | 16.72%+1.3pp | 69.93%-51.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,737 | $2,953-7.3% | $4,341-36.9% | $2,755-0.6% |
| Participant deferral / active EE | $5,233 | $4,477+16.9% | $6,031-13.2% | $4,296+21.8% |
| Admin fee / account holder | $2,006 | $8,227-75.6% | $12,690-84.2% | $6,918-71.0% |