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 | $46,494 | $49,657-6.4% | $93,063-50.0% | $67,986-31.6% |
| Participation rate | 70.4% | 49.9%+20.5pp | 72.1%-1.7pp | 57.2%+13.2pp |
| Annual return | 16.29% | 26.27%-10.0pp | 34.15%-17.9pp | 31.67%-15.4pp |
| Employer contribution / active EE | $2,814 | $1,279+120.1% | $2,476+13.6% | $2,019+39.4% |
| Participant deferral / active EE | $4,245 | $2,484+70.9% | $3,958+7.3% | $3,358+26.4% |
| Admin fee / account holder | $5,571 | $2,843+96.0% | $6,033-7.7% | $3,203+73.9% |