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 | $50,981 | $153,772-66.8% | $133,980-61.9% | $273,961-81.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 8.67% | 36.51%-27.8pp | 29.30%-20.6pp | 41.45%-32.8pp |
| Employer contribution / active EE | $9,236 | $6,029+53.2% | $5,211+77.2% | $4,869+89.7% |
| Participant deferral / active EE | $5,972 | $6,958-14.2% | $6,282-4.9% | $5,287+13.0% |
| Admin fee / account holder | $2,400 | $11,765-79.6% | $9,324-74.3% | $10,132-76.3% |