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 | $35,678 | $72,277-50.6% | $101,248-64.8% | $79,858-55.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 15.94% | 22.30%-6.4pp | 46.47%-30.5pp | 31.71%-15.8pp |
| Employer contribution / active EE | $5,849 | $2,692+117.3% | $3,660+59.8% | $2,471+136.7% |
| Participant deferral / active EE | $4,332 | $3,282+32.0% | $4,370-0.9% | $3,740+15.8% |
| Admin fee / account holder | $811 | $4,400-81.6% | $5,945-86.4% | $5,306-84.7% |