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 | $36,784 | $215,361-82.9% | $171,082-78.5% | $273,961-86.6% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 12.49% | 25.14%-12.6pp | 32.56%-20.1pp | 41.45%-29.0pp |
| Employer contribution / active EE | $7,326 | $4,967+47.5% | $4,002+83.1% | $4,869+50.5% |
| Participant deferral / active EE | $13,632 | $5,543+145.9% | $4,797+184.1% | $5,287+157.8% |
| Admin fee / account holder | $1,872 | $10,846-82.7% | $8,520-78.0% | $10,132-81.5% |