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 | $62,329 | $48,076+29.6% | $78,689-20.8% | $62,891-0.9% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.16% | 31.35%-25.2pp | 62.18%-56.0pp | 20.14%-14.0pp |
| Employer contribution / active EE | $1,110 | $2,015-44.9% | $2,851-61.1% | $2,281-51.3% |
| Participant deferral / active EE | $1,535 | $2,588-40.7% | $3,517-56.4% | $3,203-52.1% |
| Admin fee / account holder | $8,257 | $3,207+157.4% | $4,510+83.1% | $4,296+92.2% |