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 | $51,043 | $81,446-37.3% | $103,374-50.6% | $80,874-36.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 12.41% | 25.57%-13.2pp | 24.89%-12.5pp | 35.62%-23.2pp |
| Employer contribution / active EE | $2,416 | $3,107-22.2% | $3,869-37.6% | $2,756-12.3% |
| Participant deferral / active EE | $2,438 | $3,870-37.0% | $5,058-51.8% | $4,297-43.3% |
| Admin fee / account holder | $5,426 | $6,715-19.2% | $8,394-35.4% | $6,935-21.8% |