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 | $63,944 | $88,042-27.4% | $138,135-53.7% | $79,858-19.9% |
| Participation rate | 100.0% | 71.4%+28.6pp | 78.7%+21.3pp | 69.6%+30.4pp |
| Annual return | 32.71% | 20.58%+12.1pp | 20.51%+12.2pp | 31.71%+1.0pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $5,587-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $13,183 | $4,704+180.2% | $6,431+105.0% | $3,740+252.5% |
| Admin fee / account holder | $14,324 | $7,791+83.8% | $11,856+20.8% | $5,306+169.9% |