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 | $62,906 | $49,177+27.9% | $79,464-20.8% | $64,186-2.0% |
| Participation rate | 96.2% | 65.0%+31.1pp | 73.3%+22.8pp | 69.6%+26.6pp |
| Annual return | 0.79% | -1.16%+1.9pp | 718.14%-717.4pp | 7.63%-6.8pp |
| Employer contribution / active EE | $5,300 | $2,076+155.3% | $2,800+89.3% | $2,381+122.6% |
| Participant deferral / active EE | $5,307 | $2,821+88.1% | $3,704+43.3% | $3,470+53.0% |
| Admin fee / account holder | $9,345 | $3,839+143.4% | $5,113+82.8% | $4,888+91.2% |