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 | $51,069 | $109,359-53.3% | $162,163-68.5% | $72,985-30.0% |
| Participation rate | 100.0% | 84.3%+15.7pp | 87.6%+12.4pp | 69.5%+30.5pp |
| Annual return | 30.70% | 25.46%+5.2pp | 115.59%-84.9pp | 81.00%-50.3pp |
| Employer contribution / active EE | $4,934 | $3,907+26.3% | $5,614-12.1% | $2,440+102.2% |
| Participant deferral / active EE | $3,595 | $5,481-34.4% | $7,298-50.7% | $3,607-0.4% |
| Admin fee / account holder | $3,166 | $7,972-60.3% | $10,843-70.8% | $5,124-38.2% |