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 | $63,042 | $51,708+21.9% | $106,619-40.9% | $62,891+0.2% |
| Participation rate | 100.0% | 66.9%+33.1pp | 78.0%+22.0pp | 69.3%+30.7pp |
| Annual return | 10.99% | 4.69%+6.3pp | 9.42%+1.6pp | 20.14%-9.2pp |
| Employer contribution / active EE | $1,563 | $1,764-11.4% | $3,947-60.4% | $2,281-31.5% |
| Participant deferral / active EE | $3,254 | $2,315+40.6% | $3,930-17.2% | $3,203+1.6% |
| Admin fee / account holder | $563 | $3,349-83.2% | $6,418-91.2% | $4,296-86.9% |