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 | $38,030 | $135,952-72.0% | $123,892-69.3% | $273,961-86.1% |
| Participation rate | 100.0% | 84.1%+15.9pp | 81.4%+18.6pp | 83.0%+17.0pp |
| Annual return | 12.56% | 56.63%-44.1pp | 47.52%-35.0pp | 41.45%-28.9pp |
| Employer contribution / active EE | $10,651 | $5,170+106.0% | $4,617+130.7% | $4,869+118.8% |
| Participant deferral / active EE | $15,410 | $6,343+143.0% | $5,984+157.5% | $5,287+191.5% |
| Admin fee / account holder | $7,305 | $9,817-25.6% | $8,357-12.6% | $10,132-27.9% |