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 5-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 | $61,609 | $60,349+2.1% | $74,183-17.0% | $62,891-2.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 7.73% | 21.37%-13.6pp | 17.74%-10.0pp | 20.14%-12.4pp |
| Employer contribution / active EE | $3,156 | $1,680+87.8% | $2,370+33.2% | $2,281+38.4% |
| Participant deferral / active EE | $5,621 | $2,856+96.8% | $3,550+58.4% | $3,203+75.5% |
| Admin fee / account holder | $5,220 | $4,261+22.5% | $5,586-6.6% | $4,296+21.5% |