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 | $59,988 | $72,277-17.0% | $101,248-40.8% | $79,858-24.9% |
| Participation rate | 81.9% | 68.5%+13.5pp | 75.8%+6.1pp | 69.6%+12.3pp |
| Annual return | 23.54% | 22.30%+1.2pp | 46.47%-22.9pp | 31.71%-8.2pp |
| Employer contribution / active EE | $5,556 | $2,692+106.4% | $3,660+51.8% | $2,471+124.9% |
| Participant deferral / active EE | $1,896 | $3,282-42.2% | $4,370-56.6% | $3,740-49.3% |
| Admin fee / account holder | $1,299 | $4,400-70.5% | $5,945-78.1% | $5,306-75.5% |