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 | $61,204 | $39,122+56.4% | $57,179+7.0% | $62,891-2.7% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 6.47% | 9.23%-2.8pp | 14.59%-8.1pp | 20.14%-13.7pp |
| Employer contribution / active EE | $4,704 | $1,874+151.0% | $2,682+75.4% | $2,281+106.2% |
| Participant deferral / active EE | $1,670 | $2,374-29.7% | $3,096-46.1% | $3,203-47.9% |
| Admin fee / account holder | $1,104 | $2,592-57.4% | $3,139-64.8% | $4,296-74.3% |