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 | $56,451 | $93,071-39.3% | $74,583-24.3% | $273,961-79.4% |
| Participation rate | 100.0% | 74.9%+25.1pp | 68.1%+31.9pp | 83.0%+17.0pp |
| Annual return | 10.32% | 26.18%-15.9pp | 20.47%-10.1pp | 41.45%-31.1pp |
| Employer contribution / active EE | $4,040 | $3,160+27.9% | $2,525+60.0% | $4,869-17.0% |
| Participant deferral / active EE | $5,965 | $4,160+43.4% | $3,458+72.5% | $5,287+12.8% |
| Admin fee / account holder | $5,057 | $5,272-4.1% | $4,138+22.2% | $10,132-50.1% |