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 | $68,335 | $153,772-55.6% | $133,980-49.0% | $273,961-75.1% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 16.63% | 36.51%-19.9pp | 29.30%-12.7pp | 41.45%-24.8pp |
| Employer contribution / active EE | $12,724 | $6,029+111.0% | $5,211+144.1% | $4,869+161.3% |
| Participant deferral / active EE | $8,817 | $6,958+26.7% | $6,282+40.4% | $5,287+66.8% |
| Admin fee / account holder | $1,246 | $11,765-89.4% | $9,324-86.6% | $10,132-87.7% |