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 | $57,497 | $90,503-36.5% | $78,689-26.9% | $273,961-79.0% |
| Participation rate | 100.0% | 76.5%+23.5pp | 73.6%+26.4pp | 83.0%+17.0pp |
| Annual return | 36.64% | 75.60%-39.0pp | 62.18%-25.5pp | 41.45%-4.8pp |
| Employer contribution / active EE | $8,100 | $3,176+155.1% | $2,851+184.2% | $4,869+66.4% |
| Participant deferral / active EE | $3,353 | $3,901-14.1% | $3,517-4.7% | $5,287-36.6% |
| Admin fee / account holder | $308 | $5,263-94.2% | $4,510-93.2% | $10,132-97.0% |