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 | $57,722 | $93,071-38.0% | $74,583-22.6% | $273,961-78.9% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.49% | 26.18%-16.7pp | 20.47%-11.0pp | 41.45%-32.0pp |
| Employer contribution / active EE | $5,257 | $3,160+66.4% | $2,525+108.2% | $4,869+8.0% |
| Participant deferral / active EE | $10,045 | $4,160+141.5% | $3,458+190.5% | $5,287+90.0% |
| Admin fee / account holder | $3,517 | $5,272-33.3% | $4,138-15.0% | $10,132-65.3% |