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 | $78,902 | $60,892+29.6% | $82,389-4.2% | $84,808-7.0% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 18.17% | 37.29%-19.1pp | 28.67%-10.5pp | 40.90%-22.7pp |
| Employer contribution / active EE | $6,251 | $1,779+251.3% | $2,517+148.3% | $2,631+137.6% |
| Participant deferral / active EE | $4,532 | $3,179+42.6% | $4,155+9.1% | $4,212+7.6% |
| Admin fee / account holder | $8,447 | $5,467+54.5% | $7,231+16.8% | $7,344+15.0% |