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 | $57,907 | $35,183+64.6% | $73,545-21.3% | $70,131-17.4% |
| Participation rate | 84.4% | 42.9%+41.4pp | 54.9%+29.4pp | 69.5%+14.8pp |
| Annual return | 14.45% | 26.90%-12.5pp | -15.16%+29.6pp | 73.14%-58.7pp |
| Employer contribution / active EE | $5,279 | $709+644.8% | $1,219+333.0% | $2,342+125.3% |
| Participant deferral / active EE | $3,867 | $1,220+217.0% | $1,806+114.1% | $3,332+16.1% |
| Admin fee / account holder | $407 | $2,302-82.3% | $2,320-82.5% | $4,645-91.2% |