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 | $58,940 | $113,339-48.0% | $94,993-38.0% | $147,584-60.1% |
| Participation rate | 100.0% | 78.0%+22.0pp | 73.9%+26.1pp | 82.8%+17.2pp |
| Annual return | 13.33% | 20.77%-7.4pp | 27.12%-13.8pp | 578.55%-565.2pp |
| Employer contribution / active EE | $7,207 | $3,160+128.0% | $2,603+176.8% | $4,876+47.8% |
| Participant deferral / active EE | $9,300 | $3,777+146.2% | $3,317+180.4% | $5,439+71.0% |
| Admin fee / account holder | $808 | $6,063-86.7% | $4,960-83.7% | $10,885-92.6% |