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 | $59,183 | $81,460-27.3% | $103,333-42.7% | $80,856-26.8% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.37% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $3,108 | $3,105+0.1% | $3,868-19.6% | $2,755+12.8% |
| Participant deferral / active EE | $3,476 | $3,869-10.1% | $5,057-31.3% | $4,296-19.1% |
| Admin fee / account holder | $5,708 | $6,566-13.1% | $8,355-31.7% | $6,918-17.5% |