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 | $61,411 | $60,349+1.8% | $74,183-17.2% | $62,891-2.4% |
| Participation rate | 95.0% | 72.7%+22.3pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | 5.45% | 21.37%-15.9pp | 17.74%-12.3pp | 20.14%-14.7pp |
| Employer contribution / active EE | $2,394 | $1,680+42.5% | $2,370+1.0% | $2,281+4.9% |
| Participant deferral / active EE | $4,983 | $2,856+74.5% | $3,550+40.4% | $3,203+55.6% |
| Admin fee / account holder | $1,688 | $4,261-60.4% | $5,586-69.8% | $4,296-60.7% |