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 | $70,690 | $181,894-61.1% | $156,549-54.8% | $273,961-74.2% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 12.95% | 30.74%-17.8pp | 32.23%-19.3pp | 41.45%-28.5pp |
| Employer contribution / active EE | $13,813 | $6,248+121.1% | $5,501+151.1% | $4,869+183.7% |
| Participant deferral / active EE | $7,000 | $5,550+26.1% | $4,871+43.7% | $5,287+32.4% |
| Admin fee / account holder | $1,506 | $15,559-90.3% | $13,027-88.4% | $10,132-85.1% |