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 | $89,751 | $106,749-15.9% | $145,433-38.3% | $82,448+8.9% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 15.38% | 27.59%-12.2pp | 66.58%-51.2pp | 41.64%-26.3pp |
| Employer contribution / active EE | $2,259 | $3,444-34.4% | $4,554-50.4% | $2,551-11.4% |
| Participant deferral / active EE | $5,382 | $6,519-17.4% | $7,897-31.8% | $4,139+30.0% |
| Admin fee / account holder | $14,440 | $8,390+72.1% | $13,129+10.0% | $7,234+99.6% |