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 | $55,477 | $90,503-38.7% | $78,689-29.5% | $273,961-79.7% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 5.30% | 75.60%-70.3pp | 62.18%-56.9pp | 41.45%-36.1pp |
| Employer contribution / active EE | $9,172 | $3,176+188.8% | $2,851+221.7% | $4,869+88.4% |
| Participant deferral / active EE | $7,653 | $3,901+96.2% | $3,517+117.6% | $5,287+44.7% |
| Admin fee / account holder | $60,708 | $5,263+1053.4% | $4,510+1246.0% | $10,132+499.2% |