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 | $66,564 | $148,978-55.3% | $200,582-66.8% | $84,808-21.5% |
| Participation rate | 100.0% | 84.2%+15.8pp | 86.9%+13.1pp | 68.3%+31.7pp |
| Annual return | 26.78% | 28.16%-1.4pp | 42.33%-15.6pp | 40.90%-14.1pp |
| Employer contribution / active EE | $1,967 | $4,815-59.2% | $6,419-69.4% | $2,631-25.3% |
| Participant deferral / active EE | $4,180 | $7,142-41.5% | $9,331-55.2% | $4,212-0.7% |
| Admin fee / account holder | $4,411 | $13,977-68.4% | $16,305-72.9% | $7,344-39.9% |