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 | $59,907 | $93,571-36.0% | $135,903-55.9% | $75,163-20.3% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 25.43% | 30.90%-5.5pp | 68.23%-42.8pp | 160.62%-135.2pp |
| Employer contribution / active EE | $5,656 | $3,537+59.9% | $4,856+16.5% | $2,670+111.9% |
| Participant deferral / active EE | $5,467 | $6,404-14.6% | $7,758-29.5% | $4,125+32.5% |
| Admin fee / account holder | $975 | $6,975-86.0% | $10,762-90.9% | $5,651-82.7% |