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 | $52,882 | $60,892-13.2% | $82,389-35.8% | $84,808-37.6% |
| Participation rate | 100.0% | 63.3%+36.7pp | 69.5%+30.5pp | 68.3%+31.7pp |
| Annual return | 15.95% | 37.29%-21.3pp | 28.67%-12.7pp | 40.90%-24.9pp |
| Employer contribution / active EE | $6,728 | $1,779+278.1% | $2,517+167.3% | $2,631+155.7% |
| Participant deferral / active EE | $5,615 | $3,179+76.7% | $4,155+35.2% | $4,212+33.3% |
| Admin fee / account holder | $5,966 | $5,467+9.1% | $7,231-17.5% | $7,344-18.8% |