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 | $52,510 | $45,073+16.5% | $69,455-24.4% | $72,985-28.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 74.6%+25.4pp | 69.5%+30.5pp |
| Annual return | 18.44% | 22.65%-4.2pp | 28.97%-10.5pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,936 | $2,054+42.9% | $2,779+5.6% | $2,440+20.3% |
| Participant deferral / active EE | $3,951 | $2,602+51.9% | $3,535+11.7% | $3,607+9.5% |
| Admin fee / account holder | $1,562 | $3,056-48.9% | $3,839-59.3% | $5,124-69.5% |