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 | $37,557 | $56,897-34.0% | $84,750-55.7% | $62,891-40.3% |
| Participation rate | 80.0% | 68.5%+11.5pp | 76.6%+3.4pp | 69.3%+10.7pp |
| Annual return | 9.17% | 6.30%+2.9pp | 22.78%-13.6pp | 20.14%-11.0pp |
| Employer contribution / active EE | $7,172 | $2,400+198.9% | $3,574+100.6% | $2,281+214.4% |
| Participant deferral / active EE | $3,190 | $2,709+17.7% | $3,712-14.1% | $3,203-0.4% |
| Admin fee / account holder | $7,967 | $3,581+122.5% | $5,332+49.4% | $4,296+85.5% |