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 | $52,731 | $72,277-27.0% | $101,248-47.9% | $79,858-34.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.99% | 22.30%-6.3pp | 46.47%-30.5pp | 31.71%-15.7pp |
| Employer contribution / active EE | $2,560 | $2,692-4.9% | $3,660-30.0% | $2,471+3.6% |
| Participant deferral / active EE | $3,460 | $3,282+5.4% | $4,370-20.8% | $3,740-7.5% |
| Admin fee / account holder | $961 | $4,400-78.2% | $5,945-83.8% | $5,306-81.9% |