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 | $68,806 | $96,557-28.7% | $80,975-15.0% | $273,961-74.9% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.08% | 15.14%-8.1pp | 17.10%-10.0pp | 41.45%-34.4pp |
| Employer contribution / active EE | $7,368 | $4,868+51.4% | $3,714+98.4% | $4,869+51.3% |
| Participant deferral / active EE | $7,207 | $6,598+9.2% | $5,696+26.5% | $5,287+36.3% |
| Admin fee / account holder | $27,418 | $7,492+266.0% | $5,516+397.1% | $10,132+170.6% |