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 | $56,437 | $60,022-6.0% | $88,946-36.5% | $84,808-33.5% |
| Participation rate | 93.9% | 57.8%+36.0pp | 68.8%+25.0pp | 68.3%+25.6pp |
| Annual return | 17.48% | 22.43%-5.0pp | 57.82%-40.3pp | 40.90%-23.4pp |
| Employer contribution / active EE | $4,879 | $1,703+186.6% | $2,555+91.0% | $2,631+85.5% |
| Participant deferral / active EE | $5,470 | $3,114+75.7% | $4,581+19.4% | $4,212+29.9% |
| Admin fee / account holder | $4,675 | $4,811-2.8% | $8,261-43.4% | $7,344-36.3% |