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 | $56,613 | $57,016-0.7% | $84,966-33.4% | $80,856-30.0% |
| Participation rate | 93.0% | 56.3%+36.7pp | 67.5%+25.5pp | 67.6%+25.4pp |
| Annual return | 11.45% | 21.66%-10.2pp | 66.38%-54.9pp | 35.59%-24.1pp |
| Employer contribution / active EE | $7,971 | $1,798+343.4% | $2,727+192.3% | $2,755+189.4% |
| Participant deferral / active EE | $1,070 | $3,110-65.6% | $4,519-76.3% | $4,296-75.1% |
| Admin fee / account holder | $9,127 | $4,980+83.3% | $6,149+48.4% | $6,918+31.9% |