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 | $61,462 | $93,071-34.0% | $74,583-17.6% | $273,961-77.6% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 5.81% | 26.18%-20.4pp | 20.47%-14.7pp | 41.45%-35.6pp |
| Employer contribution / active EE | $6,160 | $3,160+95.0% | $2,525+144.0% | $4,869+26.5% |
| Participant deferral / active EE | $10,628 | $4,160+155.5% | $3,458+207.3% | $5,287+101.0% |
| Admin fee / account holder | $21,494 | $5,272+307.7% | $4,138+419.5% | $10,132+112.1% |