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 | $45,655 | $52,903-13.7% | $73,307-37.7% | $59,632-23.4% |
| Participation rate | 100.0% | 68.2%+31.8pp | 74.9%+25.1pp | 68.7%+31.3pp |
| Annual return | 7.36% | 12.20%-4.8pp | 5.67%+1.7pp | 2041.28%-2033.9pp |
| Employer contribution / active EE | $5,250 | $1,909+175.1% | $3,237+62.2% | $2,203+138.4% |
| Participant deferral / active EE | $12,106 | $4,069+197.5% | $4,991+142.5% | $3,192+279.3% |
| Admin fee / account holder | $8,083 | $3,834+110.8% | $5,637+43.4% | $4,297+88.1% |