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 | $61,765 | $63,861-3.3% | $104,607-41.0% | $79,858-22.7% |
| Participation rate | 100.0% | 64.9%+35.1pp | 74.1%+25.9pp | 69.6%+30.4pp |
| Annual return | 14.92% | 21.30%-6.4pp | 340.46%-325.5pp | 31.71%-16.8pp |
| Employer contribution / active EE | $2,397 | $1,588+50.9% | $2,681-10.6% | $2,471-3.0% |
| Participant deferral / active EE | $1,877 | $2,693-30.3% | $3,740-49.8% | $3,740-49.8% |
| Admin fee / account holder | $3,326 | $4,185-20.5% | $6,473-48.6% | $5,306-37.3% |