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 | $38,737 | $43,723-11.4% | $121,196-68.0% | $64,186-39.6% |
| Participation rate | 75.0% | 58.3%+16.7pp | 71.7%+3.3pp | 69.6%+5.4pp |
| Annual return | 3.95% | 68.91%-65.0pp | 16.93%-13.0pp | 7.63%-3.7pp |
| Employer contribution / active EE | $1,743 | $1,296+34.5% | $4,022-56.7% | $2,381-26.8% |
| Participant deferral / active EE | $3,223 | $2,280+41.4% | $3,344-3.6% | $3,470-7.1% |
| Admin fee / account holder | $5,480 | $3,501+56.5% | $5,019+9.2% | $4,888+12.1% |