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 | $71,187 | $54,705+30.1% | $71,2090% | $84,808-16.1% |
| Participation rate | 100.0% | 64.1%+35.9pp | 73.8%+26.2pp | 68.3%+31.7pp |
| Annual return | 18.44% | 35.90%-17.5pp | 282.51%-264.1pp | 40.90%-22.5pp |
| Employer contribution / active EE | $5,076 | $2,158+135.2% | $2,721+86.6% | $2,631+92.9% |
| Participant deferral / active EE | $9,159 | $3,030+202.2% | $4,175+119.4% | $4,212+117.5% |
| Admin fee / account holder | $1,715 | $4,863-64.7% | $5,349-67.9% | $7,344-76.6% |