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 | $53,938 | $80,673-33.1% | $101,326-46.8% | $84,808-36.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 81.5%+18.5pp | 68.3%+31.7pp |
| Annual return | 23.09% | 38.95%-15.9pp | 36.82%-13.7pp | 40.90%-17.8pp |
| Employer contribution / active EE | $3,506 | $2,698+30.0% | $3,665-4.3% | $2,631+33.3% |
| Participant deferral / active EE | $6,277 | $6,840-8.2% | $7,994-21.5% | $4,212+49.0% |
| Admin fee / account holder | $1,555 | $12,784-87.8% | $11,185-86.1% | $7,344-78.8% |