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 | $60,738 | $43,327+40.2% | $59,878+1.4% | $64,186-5.4% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | 17.46% | -1.55%+19.0pp | 3.46%+14.0pp | 7.63%+9.8pp |
| Employer contribution / active EE | $5,222 | $2,028+157.5% | $2,722+91.9% | $2,381+119.4% |
| Participant deferral / active EE | $6,207 | $2,546+143.8% | $3,402+82.4% | $3,470+78.9% |
| Admin fee / account holder | $2,105 | $3,005-30.0% | $3,590-41.4% | $4,888-56.9% |