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 5-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 | $77,806 | $64,480+20.7% | $81,382-4.4% | $80,856-3.8% |
| Participation rate | 100.0% | 63.9%+36.1pp | 69.5%+30.5pp | 67.6%+32.4pp |
| Annual return | 13.78% | 16.34%-2.6pp | 24.73%-11.0pp | 35.59%-21.8pp |
| Employer contribution / active EE | $6,271 | $1,978+217.0% | $2,463+154.6% | $2,755+127.6% |
| Participant deferral / active EE | $5,048 | $3,094+63.2% | $3,883+30.0% | $4,296+17.5% |
| Admin fee / account holder | $11,998 | $5,671+111.6% | $5,768+108.0% | $6,918+73.4% |