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 | $75,334 | $54,762+37.6% | $90,281-16.6% | $72,985+3.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.06% | 30.63%-10.6pp | 78.10%-58.0pp | 81.00%-60.9pp |
| Employer contribution / active EE | $6,736 | $2,092+221.9% | $2,854+136.0% | $2,440+176.1% |
| Participant deferral / active EE | $4,325 | $2,887+49.8% | $3,885+11.3% | $3,607+19.9% |
| Admin fee / account holder | $26,473 | $3,972+566.5% | $5,351+394.7% | $5,124+416.6% |