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 | $62,548 | $167,484-62.7% | $151,611-58.7% | $134,475-53.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | 3.31% | 7.80%-4.5pp | 3.33%0pp | 417.96%-414.7pp |
| Employer contribution / active EE | $11,196 | $6,829+63.9% | $6,166+81.6% | $4,740+136.2% |
| Participant deferral / active EE | $5,900 | $8,986-34.3% | $8,363-29.5% | $6,400-7.8% |
| Admin fee / account holder | $5,068 | $13,783-63.2% | $11,616-56.4% | $11,426-55.6% |