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 | $48,220 | $77,503-37.8% | $100,391-52.0% | $80,856-40.4% |
| Participation rate | 100.0% | 76.9%+23.1pp | 81.5%+18.5pp | 67.6%+32.4pp |
| Annual return | 15.43% | 37.20%-21.8pp | 49.20%-33.8pp | 35.59%-20.2pp |
| Employer contribution / active EE | $8,465 | $2,801+202.2% | $3,942+114.8% | $2,755+207.3% |
| Participant deferral / active EE | $6,829 | $6,820+0.1% | $8,082-15.5% | $4,296+59.0% |
| Admin fee / account holder | $2,809 | $5,897-52.4% | $7,899-64.4% | $6,918-59.4% |