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 | $70,438 | $81,446-13.5% | $103,374-31.9% | $80,874-12.9% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.86% | 25.57%-10.7pp | 24.89%-10.0pp | 35.62%-20.8pp |
| Employer contribution / active EE | $7,897 | $3,107+154.2% | $3,869+104.1% | $2,756+186.6% |
| Participant deferral / active EE | $7,665 | $3,870+98.1% | $5,058+51.6% | $4,297+78.4% |
| Admin fee / account holder | $1,448 | $6,715-78.4% | $8,394-82.7% | $6,935-79.1% |