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 | $70,437 | $106,749-34.0% | $145,433-51.6% | $82,448-14.6% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.04% | 27.59%-12.5pp | 66.58%-51.5pp | 41.64%-26.6pp |
| Employer contribution / active EE | $8,874 | $3,444+157.6% | $4,554+94.8% | $2,551+247.9% |
| Participant deferral / active EE | $6,766 | $6,519+3.8% | $7,897-14.3% | $4,139+63.5% |
| Admin fee / account holder | $1,072 | $8,390-87.2% | $13,129-91.8% | $7,234-85.2% |