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 | $55,344 | $90,503-38.8% | $78,689-29.7% | $273,961-79.8% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.73% | 75.60%-69.9pp | 62.18%-56.4pp | 41.45%-35.7pp |
| Employer contribution / active EE | $5,240 | $3,176+65.0% | $2,851+83.8% | $4,869+7.6% |
| Participant deferral / active EE | $3,612 | $3,901-7.4% | $3,517+2.7% | $5,287-31.7% |
| Admin fee / account holder | $756 | $5,263-85.6% | $4,510-83.2% | $10,132-92.5% |