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 | $71,385 | $54,762+30.4% | $90,281-20.9% | $72,985-2.2% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 20.53% | 30.63%-10.1pp | 78.10%-57.6pp | 81.00%-60.5pp |
| Employer contribution / active EE | $797 | $2,092-61.9% | $2,854-72.1% | $2,440-67.3% |
| Participant deferral / active EE | $5,259 | $2,887+82.2% | $3,885+35.4% | $3,607+45.8% |
| Admin fee / account holder | $7,592 | $3,972+91.1% | $5,351+41.9% | $5,124+48.2% |