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 | $62,088 | $127,065-51.1% | $113,168-45.1% | $142,382-56.4% |
| Participation rate | 100.0% | 79.2%+20.8pp | 76.6%+23.4pp | 80.1%+19.9pp |
| Annual return | 16.08% | 24.03%-8.0pp | 24.27%-8.2pp | 217.08%-201.0pp |
| Employer contribution / active EE | $2,796 | $3,442-18.8% | $2,975-6.0% | $4,299-35.0% |
| Participant deferral / active EE | $6,058 | $5,716+6.0% | $5,107+18.6% | $6,507-6.9% |
| Admin fee / account holder | $5,447 | $15,736-65.4% | $12,068-54.9% | $12,624-56.9% |