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 | $75,065 | $52,681+42.5% | $75,781-0.9% | $59,632+25.9% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | 0.52% | 2.95%-2.4pp | 9.68%-9.2pp | 2041.28%-2040.8pp |
| Employer contribution / active EE | $1,665 | $2,193-24.1% | $3,323-49.9% | $2,203-24.4% |
| Participant deferral / active EE | $3,971 | $2,591+53.3% | $3,651+8.7% | $3,192+24.4% |
| Admin fee / account holder | $3,477 | $3,610-3.7% | $5,299-34.4% | $4,297-19.1% |