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 | $87,751 | $93,571-6.2% | $135,903-35.4% | $75,163+16.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 24.11% | 30.90%-6.8pp | 68.23%-44.1pp | 160.62%-136.5pp |
| Employer contribution / active EE | $1,606 | $3,537-54.6% | $4,856-66.9% | $2,670-39.8% |
| Participant deferral / active EE | $5,205 | $6,404-18.7% | $7,758-32.9% | $4,125+26.2% |
| Admin fee / account holder | $5,305 | $6,975-24.0% | $10,762-50.7% | $5,651-6.1% |