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 | $49,140 | $52,580-6.5% | $71,671-31.4% | $70,131-29.9% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.7%+31.3pp | 69.5%+30.5pp |
| Annual return | 18.59% | 20.25%-1.7pp | 20.65%-2.1pp | 73.14%-54.6pp |
| Employer contribution / active EE | $3,567 | $1,616+120.8% | $2,460+45.0% | $2,342+52.3% |
| Participant deferral / active EE | $7,293 | $2,386+205.6% | $3,438+112.1% | $3,332+118.9% |
| Admin fee / account holder | $1,665 | $3,653-54.4% | $5,558-70.0% | $4,645-64.1% |