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 | $64,350 | $135,952-52.7% | $123,892-48.1% | $273,961-76.5% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 9.78% | 56.63%-46.8pp | 47.52%-37.7pp | 41.45%-31.7pp |
| Employer contribution / active EE | $1,974 | $5,170-61.8% | $4,617-57.2% | $4,869-59.5% |
| Participant deferral / active EE | $6,843 | $6,343+7.9% | $5,984+14.3% | $5,287+29.4% |
| Admin fee / account holder | $305 | $9,817-96.9% | $8,357-96.3% | $10,132-97.0% |