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 | $74,573 | $93,571-20.3% | $135,903-45.1% | $75,163-0.8% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 17.77% | 30.90%-13.1pp | 68.23%-50.5pp | 160.62%-142.9pp |
| Employer contribution / active EE | $5,248 | $3,537+48.4% | $4,856+8.1% | $2,670+96.6% |
| Participant deferral / active EE | $5,870 | $6,404-8.3% | $7,758-24.3% | $4,125+42.3% |
| Admin fee / account holder | $5,970 | $6,975-14.4% | $10,762-44.5% | $5,651+5.6% |