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 | $67,949 | $93,071-27.0% | $74,583-8.9% | $273,961-75.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 23.41% | 26.18%-2.8pp | 20.47%+2.9pp | 41.45%-18.0pp |
| Employer contribution / active EE | $5,439 | $3,160+72.1% | $2,525+115.4% | $4,869+11.7% |
| Participant deferral / active EE | $16,256 | $4,160+290.8% | $3,458+370.1% | $5,287+207.5% |
| Admin fee / account holder | $391 | $5,272-92.6% | $4,138-90.5% | $10,132-96.1% |