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 | $50,563 | $104,251-51.5% | $91,001-44.4% | $147,584-65.7% |
| Participation rate | 90.9% | 78.2%+12.7pp | 75.6%+15.3pp | 82.8%+8.1pp |
| Annual return | 13.94% | 27.06%-13.1pp | 4.60%+9.3pp | 578.55%-564.6pp |
| Employer contribution / active EE | $8,587 | $3,116+175.6% | $2,456+249.7% | $4,876+76.1% |
| Participant deferral / active EE | $3,800 | $4,195-9.4% | $3,547+7.1% | $5,439-30.1% |
| Admin fee / account holder | $1,043 | $8,948-88.3% | $5,417-80.7% | $10,885-90.4% |