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 | $56,291 | $53,777+4.7% | $134,143-58.0% | $79,858-29.5% |
| Participation rate | 100.0% | 58.8%+41.2pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | 15.77% | 19.01%-3.2pp | 36.33%-20.6pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,940 | $1,321+122.5% | $3,704-20.6% | $2,471+19.0% |
| Participant deferral / active EE | $4,775 | $2,420+97.3% | $3,499+36.5% | $3,740+27.7% |
| Admin fee / account holder | $1,231 | $3,984-69.1% | $6,684-81.6% | $5,306-76.8% |