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 | $62,811 | $72,277-13.1% | $101,248-38.0% | $79,858-21.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.20% | 22.30%-5.1pp | 46.47%-29.3pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,513 | $2,692-6.6% | $3,660-31.3% | $2,471+1.7% |
| Participant deferral / active EE | $2,527 | $3,282-23.0% | $4,370-42.2% | $3,740-32.4% |
| Admin fee / account holder | $3,956 | $4,400-10.1% | $5,945-33.5% | $5,306-25.4% |