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 | $60,568 | $181,894-66.7% | $156,549-61.3% | $273,961-77.9% |
| Participation rate | 100.0% | 88.4%+11.6pp | 84.0%+16.0pp | 83.0%+17.0pp |
| Annual return | 13.49% | 30.74%-17.3pp | 32.23%-18.7pp | 41.45%-28.0pp |
| Employer contribution / active EE | $12,917 | $6,248+106.7% | $5,501+134.8% | $4,869+165.3% |
| Participant deferral / active EE | $8,273 | $5,550+49.1% | $4,871+69.8% | $5,287+56.5% |
| Admin fee / account holder | $3,563 | $15,559-77.1% | $13,027-72.7% | $10,132-64.8% |