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 | $41,370 | $215,361-80.8% | $171,082-75.8% | $273,961-84.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 11.06% | 25.14%-14.1pp | 32.56%-21.5pp | 41.45%-30.4pp |
| Employer contribution / active EE | $9,027 | $4,967+81.7% | $4,002+125.6% | $4,869+85.4% |
| Participant deferral / active EE | $6,556 | $5,543+18.3% | $4,797+36.7% | $5,287+24.0% |
| Admin fee / account holder | $881 | $10,846-91.9% | $8,520-89.7% | $10,132-91.3% |