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 | $72,172 | $81,460-11.4% | $103,333-30.2% | $80,856-10.7% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 18.03% | 25.55%-7.5pp | 24.88%-6.9pp | 35.59%-17.6pp |
| Employer contribution / active EE | $5,520 | $3,105+77.8% | $3,868+42.7% | $2,755+100.4% |
| Participant deferral / active EE | $3,074 | $3,869-20.5% | $5,057-39.2% | $4,296-28.4% |
| Admin fee / account holder | $763 | $6,566-88.4% | $8,355-90.9% | $6,918-89.0% |