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 | $46,082 | $99,341-53.6% | $84,750-45.6% | $273,961-83.2% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 22.87% | 22.93%-0.1pp | 22.78%+0.1pp | 41.45%-18.6pp |
| Employer contribution / active EE | $14,917 | $4,214+254.0% | $3,574+317.4% | $4,869+206.4% |
| Participant deferral / active EE | $7,465 | $4,269+74.8% | $3,712+101.1% | $5,287+41.2% |
| Admin fee / account holder | $1,633 | $6,644-75.4% | $5,332-69.4% | $10,132-83.9% |