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 | $56,939 | $81,460-30.1% | $103,333-44.9% | $80,856-29.6% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.6%+32.4pp |
| Annual return | 20.55% | 25.55%-5.0pp | 24.88%-4.3pp | 35.59%-15.0pp |
| Employer contribution / active EE | $5,595 | $3,105+80.2% | $3,868+44.7% | $2,755+103.1% |
| Participant deferral / active EE | $5,985 | $3,869+54.7% | $5,057+18.3% | $4,296+39.3% |
| Admin fee / account holder | $2,783 | $6,566-57.6% | $8,355-66.7% | $6,918-59.8% |