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 | $60,542 | $108,825-44.4% | $156,181-61.2% | $82,448-26.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 14.64% | 20.59%-6.0pp | 64.87%-50.2pp | 41.64%-27.0pp |
| Employer contribution / active EE | $5,969 | $2,870+108.0% | $4,294+39.0% | $2,551+134.0% |
| Participant deferral / active EE | $11,561 | $4,577+152.6% | $6,132+88.5% | $4,139+179.3% |
| Admin fee / account holder | $12,222 | $9,341+30.8% | $14,586-16.2% | $7,234+68.9% |