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 | $75,013 | $90,503-17.1% | $78,689-4.7% | $273,961-72.6% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 15.54% | 75.60%-60.1pp | 62.18%-46.6pp | 41.45%-25.9pp |
| Employer contribution / active EE | $3,725 | $3,176+17.3% | $2,851+30.7% | $4,869-23.5% |
| Participant deferral / active EE | $4,742 | $3,901+21.5% | $3,517+34.8% | $5,287-10.3% |
| Admin fee / account holder | $13,498 | $5,263+156.5% | $4,510+199.3% | $10,132+33.2% |