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 | $52,690 | $99,341-47.0% | $84,750-37.8% | $273,961-80.8% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | 11.65% | 22.93%-11.3pp | 22.78%-11.1pp | 41.45%-29.8pp |
| Employer contribution / active EE | $14,607 | $4,214+246.7% | $3,574+308.7% | $4,869+200.0% |
| Participant deferral / active EE | $8,959 | $4,269+109.8% | $3,712+141.4% | $5,287+69.4% |
| Admin fee / account holder | $532 | $6,644-92.0% | $5,332-90.0% | $10,132-94.7% |