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 | $62,136 | $88,583-29.9% | $88,497-29.8% | $273,961-77.3% |
| Participation rate | 100.0% | 83.5%+16.5pp | 82.4%+17.6pp | 83.0%+17.0pp |
| Annual return | 4.42% | 5.68%-1.3pp | 7.63%-3.2pp | 41.45%-37.0pp |
| Employer contribution / active EE | $5,161 | $4,502+14.6% | $4,036+27.9% | $4,869+6.0% |
| Participant deferral / active EE | $9,284 | $4,891+89.8% | $4,899+89.5% | $5,287+75.6% |
| Admin fee / account holder | $8,487 | $8,980-5.5% | $6,220+36.5% | $10,132-16.2% |