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 | $70,743 | $60,892+16.2% | $82,389-14.1% | $84,808-16.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 13.30% | 37.29%-24.0pp | 28.67%-15.4pp | 40.90%-27.6pp |
| Employer contribution / active EE | $5,119 | $1,779+187.7% | $2,517+103.4% | $2,631+94.6% |
| Participant deferral / active EE | $4,215 | $3,179+32.6% | $4,155+1.4% | $4,212+0.1% |
| Admin fee / account holder | $1,673 | $5,467-69.4% | $7,231-76.9% | $7,344-77.2% |