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 | $53,516 | $72,277-26.0% | $101,248-47.1% | $79,858-33.0% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 11.17% | 22.30%-11.1pp | 46.47%-35.3pp | 31.71%-20.5pp |
| Employer contribution / active EE | $5,120 | $2,692+90.2% | $3,660+39.9% | $2,471+107.2% |
| Participant deferral / active EE | $3,692 | $3,282+12.5% | $4,370-15.5% | $3,740-1.3% |
| Admin fee / account holder | $1,493 | $4,400-66.1% | $5,945-74.9% | $5,306-71.9% |