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 | $58,304 | $48,076+21.3% | $78,689-25.9% | $62,891-7.3% |
| Participation rate | 100.0% | 65.2%+34.8pp | 73.6%+26.4pp | 69.3%+30.7pp |
| Annual return | 6.72% | 31.35%-24.6pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5,511 | $2,015+173.6% | $2,851+93.3% | $2,281+141.6% |
| Participant deferral / active EE | $2,897 | $2,588+11.9% | $3,517-17.6% | $3,203-9.6% |
| Admin fee / account holder | $2,891 | $3,207-9.9% | $4,510-35.9% | $4,296-32.7% |