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 | $25,477 | $72,277-64.8% | $101,248-74.8% | $79,858-68.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 12.69% | 22.30%-9.6pp | 46.47%-33.8pp | 31.71%-19.0pp |
| Employer contribution / active EE | $12,010 | $2,692+346.2% | $3,660+228.2% | $2,471+386.1% |
| Participant deferral / active EE | $2,911 | $3,282-11.3% | $4,370-33.4% | $3,740-22.2% |
| Admin fee / account holder | $8,362 | $4,400+90.0% | $5,945+40.6% | $5,306+57.6% |