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 3-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 | $57,344 | $51,175+12.1% | $70,515-18.7% | $75,163-23.7% |
| Participation rate | 100.0% | 60.9%+39.1pp | 68.3%+31.7pp | 67.2%+32.8pp |
| Annual return | 16.99% | 30.02%-13.0pp | 32.77%-15.8pp | 160.62%-143.6pp |
| Employer contribution / active EE | $8,968 | $1,826+391.1% | $2,973+201.6% | $2,670+235.9% |
| Participant deferral / active EE | $2,081 | $2,849-27.0% | $4,567-54.4% | $4,125-49.6% |
| Admin fee / account holder | $6,276 | $4,091+53.4% | $6,412-2.1% | $5,651+11.1% |