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 | $76,424 | $81,460-6.2% | $103,333-26.0% | $80,856-5.5% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.97% | 25.55%-12.6pp | 24.88%-11.9pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,789 | $3,105-10.2% | $3,868-27.9% | $2,755+1.2% |
| Participant deferral / active EE | $6,410 | $3,869+65.7% | $5,057+26.7% | $4,296+49.2% |
| Admin fee / account holder | $1,410 | $6,566-78.5% | $8,355-83.1% | $6,918-79.6% |