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 | $57,406 | $88,370-35.0% | $112,977-49.2% | $79,858-28.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 82.6%+17.4pp | 69.6%+30.4pp |
| Annual return | 18.17% | 23.16%-5.0pp | 24.24%-6.1pp | 31.71%-13.5pp |
| Employer contribution / active EE | $5,290 | $3,398+55.7% | $4,255+24.3% | $2,471+114.1% |
| Participant deferral / active EE | $6,469 | $4,536+42.6% | $5,836+10.9% | $3,740+73.0% |
| Admin fee / account holder | $3,809 | $5,750-33.8% | $6,294-39.5% | $5,306-28.2% |