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 | $75,383 | $64,480+16.9% | $81,382-7.4% | $80,856-6.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 10.87% | 16.34%-5.5pp | 24.73%-13.9pp | 35.59%-24.7pp |
| Employer contribution / active EE | $6,866 | $1,978+247.0% | $2,463+178.8% | $2,755+149.2% |
| Participant deferral / active EE | $4,202 | $3,094+35.8% | $3,883+8.2% | $4,296-2.2% |
| Admin fee / account holder | $5,575 | $5,671-1.7% | $5,768-3.3% | $6,918-19.4% |