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 | $57,876 | $72,277-19.9% | $101,248-42.8% | $79,858-27.5% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 17.52% | 22.30%-4.8pp | 46.47%-28.9pp | 31.71%-14.2pp |
| Employer contribution / active EE | $10,928 | $2,692+306.0% | $3,660+198.6% | $2,471+342.3% |
| Participant deferral / active EE | $6,902 | $3,282+110.3% | $4,370+57.9% | $3,740+84.5% |
| Admin fee / account holder | $3,716 | $4,400-15.5% | $5,945-37.5% | $5,306-30.0% |