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 | $60,243 | $63,764-5.5% | $81,930-26.5% | $79,858-24.6% |
| Participation rate | 78.0% | 67.5%+10.5pp | 72.0%+6.0pp | 69.6%+8.3pp |
| Annual return | 16.27% | 22.66%-6.4pp | 29.49%-13.2pp | 31.71%-15.4pp |
| Employer contribution / active EE | $5,812 | $1,795+223.8% | $4,310+34.9% | $2,471+135.2% |
| Participant deferral / active EE | $1,935 | $2,780-30.4% | $7,107-72.8% | $3,740-48.3% |
| Admin fee / account holder | $10,716 | $4,426+142.1% | $5,158+107.7% | $5,306+101.9% |