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 | $69,730 | $39,122+78.2% | $57,179+22.0% | $62,891+10.9% |
| Participation rate | 100.0% | 70.5%+29.5pp | 75.3%+24.7pp | 69.3%+30.7pp |
| Annual return | 4.89% | 9.23%-4.3pp | 14.59%-9.7pp | 20.14%-15.3pp |
| Employer contribution / active EE | $2,001 | $1,874+6.8% | $2,682-25.4% | $2,281-12.3% |
| Participant deferral / active EE | $4,741 | $2,374+99.7% | $3,096+53.1% | $3,203+48.0% |
| Admin fee / account holder | $11,171 | $2,592+331.0% | $3,139+255.9% | $4,296+160.1% |