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 | $58,382 | $48,076+21.4% | $78,689-25.8% | $62,891-7.2% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 18.27% | 31.35%-13.1pp | 62.18%-43.9pp | 20.14%-1.9pp |
| Employer contribution / active EE | $3,306 | $2,015+64.1% | $2,851+16.0% | $2,281+44.9% |
| Participant deferral / active EE | $5,311 | $2,588+105.2% | $3,517+51.0% | $3,203+65.8% |
| Admin fee / account holder | $5,266 | $3,207+64.2% | $4,510+16.8% | $4,296+22.6% |