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 | $31,088 | $215,361-85.6% | $171,082-81.8% | $273,961-88.7% |
| Participation rate | 100.0% | 82.0%+18.0pp | 76.7%+23.3pp | 83.0%+17.0pp |
| Annual return | 5.39% | 25.14%-19.7pp | 32.56%-27.2pp | 41.45%-36.1pp |
| Employer contribution / active EE | $9,702 | $4,967+95.3% | $4,002+142.4% | $4,869+99.3% |
| Participant deferral / active EE | $7,253 | $5,543+30.8% | $4,797+51.2% | $5,287+37.2% |
| Admin fee / account holder | $11,540 | $10,846+6.4% | $8,520+35.4% | $10,132+13.9% |