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 | $57,958 | $135,952-57.4% | $123,892-53.2% | $273,961-78.8% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 11.94% | 56.63%-44.7pp | 47.52%-35.6pp | 41.45%-29.5pp |
| Employer contribution / active EE | $12,437 | $5,170+140.6% | $4,617+169.4% | $4,869+155.4% |
| Participant deferral / active EE | $5,773 | $6,343-9.0% | $5,984-3.5% | $5,287+9.2% |
| Admin fee / account holder | $1,692 | $9,817-82.8% | $8,357-79.7% | $10,132-83.3% |