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 | $61,581 | $153,772-60.0% | $133,980-54.0% | $273,961-77.5% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.1%+12.9pp | 83.0%+17.0pp |
| Annual return | 7.27% | 36.51%-29.2pp | 29.30%-22.0pp | 41.45%-34.2pp |
| Employer contribution / active EE | $12,970 | $6,029+115.1% | $5,211+148.9% | $4,869+166.4% |
| Participant deferral / active EE | $8,514 | $6,958+22.4% | $6,282+35.5% | $5,287+61.0% |
| Admin fee / account holder | $8,372 | $11,765-28.8% | $9,324-10.2% | $10,132-17.4% |