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 | $57,458 | $103,966-44.7% | $112,887-49.1% | $75,163-23.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 80.5%+19.5pp | 67.2%+32.8pp |
| Annual return | 21.80% | 24.54%-2.7pp | 34.10%-12.3pp | 160.62%-138.8pp |
| Employer contribution / active EE | $6,916 | $3,870+78.7% | $4,563+51.6% | $2,670+159.1% |
| Participant deferral / active EE | $8,481 | $5,456+55.5% | $6,513+30.2% | $4,125+105.6% |
| Admin fee / account holder | $8,754 | $7,663+14.2% | $7,047+24.2% | $5,651+54.9% |