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 | $53,639 | $76,552-29.9% | $123,892-56.7% | $62,891-14.7% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 19.97% | 18.68%+1.3pp | 47.52%-27.5pp | 20.14%-0.2pp |
| Employer contribution / active EE | $989 | $2,883-65.7% | $4,617-78.6% | $2,281-56.6% |
| Participant deferral / active EE | $6,674 | $4,840+37.9% | $5,984+11.5% | $3,203+108.4% |
| Admin fee / account holder | $2,629 | $4,826-45.5% | $8,357-68.5% | $4,296-38.8% |