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 | $56,494 | $105,630-46.5% | $87,507-35.4% | $273,961-79.4% |
| Participation rate | 100.0% | 78.2%+21.8pp | 73.8%+26.2pp | 83.0%+17.0pp |
| Annual return | 7.10% | 12.25%-5.1pp | 12.21%-5.1pp | 41.45%-34.3pp |
| Employer contribution / active EE | $6,440 | $3,141+105.0% | $2,550+152.6% | $4,869+32.3% |
| Participant deferral / active EE | $7,264 | $3,601+101.7% | $3,149+130.7% | $5,287+37.4% |
| Admin fee / account holder | $1,981 | $4,781-58.6% | $4,221-53.1% | $10,132-80.4% |