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 | $67,879 | $81,446-16.7% | $103,374-34.3% | $80,874-16.1% |
| Participation rate | 100.0% | 66.9%+33.1pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 14.44% | 25.57%-11.1pp | 24.89%-10.4pp | 35.62%-21.2pp |
| Employer contribution / active EE | $22,590 | $3,107+627.0% | $3,869+483.8% | $2,756+719.8% |
| Participant deferral / active EE | $2,082 | $3,870-46.2% | $5,058-58.8% | $4,297-51.5% |
| Admin fee / account holder | $570 | $6,715-91.5% | $8,394-93.2% | $6,935-91.8% |