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 | $82,647 | $153,772-46.3% | $133,980-38.3% | $273,961-69.8% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 10.56% | 36.51%-25.9pp | 29.30%-18.7pp | 41.45%-30.9pp |
| Employer contribution / active EE | $32,274 | $6,029+435.3% | $5,211+519.3% | $4,869+562.9% |
| Participant deferral / active EE | $15,000 | $6,958+115.6% | $6,282+138.8% | $5,287+183.7% |
| Admin fee / account holder | $12,663 | $11,765+7.6% | $9,324+35.8% | $10,132+25.0% |