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 | $61,782 | $211,958-70.9% | $169,463-63.5% | $135,375-54.4% |
| Participation rate | 100.0% | 82.6%+17.4pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | 3.01% | 3.26%-0.3pp | 1.83%+1.2pp | 519.73%-516.7pp |
| Employer contribution / active EE | $5,691 | $5,120+11.2% | $4,159+36.8% | $4,779+19.1% |
| Participant deferral / active EE | $7,487 | $6,075+23.2% | $5,277+41.9% | $5,609+33.5% |
| Admin fee / account holder | $794 | $11,471-93.1% | $9,109-91.3% | $10,827-92.7% |