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 | $56,567 | $99,341-43.1% | $84,750-33.3% | $273,961-79.4% |
| Participation rate | 88.9% | 80.7%+8.2pp | 76.6%+12.3pp | 83.0%+5.9pp |
| Annual return | 4.27% | 22.93%-18.7pp | 22.78%-18.5pp | 41.45%-37.2pp |
| Employer contribution / active EE | $19,248 | $4,214+356.8% | $3,574+438.5% | $4,869+295.3% |
| Participant deferral / active EE | $1,126 | $4,269-73.6% | $3,712-69.7% | $5,287-78.7% |
| Admin fee / account holder | $4,490 | $6,644-32.4% | $5,332-15.8% | $10,132-55.7% |