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 | $55,273 | $110,261-49.9% | $95,745-42.3% | $139,434-60.4% |
| Participation rate | 100.0% | 75.8%+24.2pp | 72.3%+27.7pp | 80.3%+19.7pp |
| Annual return | 28.80% | 27.11%+1.7pp | 28.35%+0.4pp | 372.94%-344.1pp |
| Employer contribution / active EE | $2,910 | $3,257-10.7% | $2,835+2.7% | $4,751-38.8% |
| Participant deferral / active EE | $6,059 | $4,676+29.6% | $4,245+42.8% | $6,710-9.7% |
| Admin fee / account holder | $1,213 | $6,613-81.7% | $5,678-78.6% | $11,403-89.4% |