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 | $75,804 | $93,071-18.6% | $74,583+1.6% | $273,961-72.3% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 6.46% | 26.18%-19.7pp | 20.47%-14.0pp | 41.45%-35.0pp |
| Employer contribution / active EE | $11,453 | $3,160+262.5% | $2,525+353.6% | $4,869+135.2% |
| Participant deferral / active EE | $9,692 | $4,160+133.0% | $3,458+180.3% | $5,287+83.3% |
| Admin fee / account holder | $6,924 | $5,272+31.3% | $4,138+67.3% | $10,132-31.7% |