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 | $53,166 | $81,460-34.7% | $103,333-48.5% | $80,856-34.2% |
| Participation rate | 97.8% | 66.8%+30.9pp | 74.5%+23.3pp | 67.6%+30.1pp |
| Annual return | 30.09% | 25.55%+4.5pp | 24.88%+5.2pp | 35.59%-5.5pp |
| Employer contribution / active EE | $2,428 | $3,105-21.8% | $3,868-37.2% | $2,755-11.9% |
| Participant deferral / active EE | $3,109 | $3,869-19.6% | $5,057-38.5% | $4,296-27.6% |
| Admin fee / account holder | $10,369 | $6,566+57.9% | $8,355+24.1% | $6,918+49.9% |