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 | $72,866 | $106,749-31.7% | $145,433-49.9% | $82,448-11.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 20.18% | 27.59%-7.4pp | 66.58%-46.4pp | 41.64%-21.5pp |
| Employer contribution / active EE | $8,181 | $3,444+137.5% | $4,554+79.6% | $2,551+220.7% |
| Participant deferral / active EE | $12,840 | $6,519+97.0% | $7,897+62.6% | $4,139+210.2% |
| Admin fee / account holder | $4,198 | $8,390-50.0% | $13,129-68.0% | $7,234-42.0% |