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 | $72,862 | $93,571-22.1% | $135,903-46.4% | $75,163-3.1% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 32.44% | 30.90%+1.5pp | 68.23%-35.8pp | 160.62%-128.2pp |
| Employer contribution / active EE | $2,590 | $3,537-26.8% | $4,856-46.7% | $2,670-3.0% |
| Participant deferral / active EE | $8,872 | $6,404+38.5% | $7,758+14.4% | $4,125+115.1% |
| Admin fee / account holder | $7,547 | $6,975+8.2% | $10,762-29.9% | $5,651+33.6% |