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 | $63,467 | $96,557-34.3% | $80,975-21.6% | $273,961-76.8% |
| Participation rate | 100.0% | 79.1%+20.9pp | 75.8%+24.2pp | 83.0%+17.0pp |
| Annual return | 7.04% | 15.14%-8.1pp | 17.10%-10.1pp | 41.45%-34.4pp |
| Employer contribution / active EE | $6,186 | $4,868+27.1% | $3,714+66.5% | $4,869+27.1% |
| Participant deferral / active EE | $7,529 | $6,598+14.1% | $5,696+32.2% | $5,287+42.4% |
| Admin fee / account holder | $2,385 | $7,492-68.2% | $5,516-56.8% | $10,132-76.5% |