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 | $56,102 | $47,848+17.3% | $81,478-31.1% | $70,131-20.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 15.75% | 27.25%-11.5pp | 38.78%-23.0pp | 73.14%-57.4pp |
| Employer contribution / active EE | $898 | $1,527-41.2% | $2,568-65.0% | $2,342-61.6% |
| Participant deferral / active EE | $6,154 | $2,453+150.9% | $3,537+74.0% | $3,332+84.7% |
| Admin fee / account holder | $4,673 | $3,145+48.6% | $4,561+2.5% | $4,645+0.6% |