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 | $71,101 | $72,277-1.6% | $101,248-29.8% | $79,858-11.0% |
| Participation rate | 85.2% | 68.5%+16.7pp | 75.8%+9.4pp | 69.6%+15.6pp |
| Annual return | 13.54% | 22.30%-8.8pp | 46.47%-32.9pp | 31.71%-18.2pp |
| Employer contribution / active EE | $1,563 | $2,692-41.9% | $3,660-57.3% | $2,471-36.7% |
| Participant deferral / active EE | $4,646 | $3,282+41.6% | $4,370+6.3% | $3,740+24.2% |
| Admin fee / account holder | $15,514 | $4,400+252.6% | $5,945+160.9% | $5,306+192.4% |