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 | $62,469 | $93,071-32.9% | $74,583-16.2% | $273,961-77.2% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 9.03% | 26.18%-17.1pp | 20.47%-11.4pp | 41.45%-32.4pp |
| Employer contribution / active EE | $4,615 | $3,160+46.1% | $2,525+82.8% | $4,869-5.2% |
| Participant deferral / active EE | $6,934 | $4,160+66.7% | $3,458+100.5% | $5,287+31.2% |
| Admin fee / account holder | $1,047 | $5,272-80.1% | $4,138-74.7% | $10,132-89.7% |