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 | $64,001 | $76,552-16.4% | $123,892-48.3% | $62,891+1.8% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 7.98% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.2pp |
| Employer contribution / active EE | $3,846 | $2,883+33.4% | $4,617-16.7% | $2,281+68.6% |
| Participant deferral / active EE | $3,194 | $4,840-34.0% | $5,984-46.6% | $3,203-0.3% |
| Admin fee / account holder | $1,630 | $4,826-66.2% | $8,357-80.5% | $4,296-62.1% |