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 | $61,853 | $54,762+12.9% | $90,281-31.5% | $72,985-15.3% |
| Participation rate | 100.0% | 65.1%+34.9pp | 73.3%+26.7pp | 69.5%+30.5pp |
| Annual return | 27.79% | 30.63%-2.8pp | 78.10%-50.3pp | 81.00%-53.2pp |
| Employer contribution / active EE | $11,698 | $2,092+459.0% | $2,854+309.8% | $2,440+379.4% |
| Participant deferral / active EE | $3,563 | $2,887+23.4% | $3,885-8.3% | $3,607-1.2% |
| Admin fee / account holder | $1,407 | $3,972-64.6% | $5,351-73.7% | $5,124-72.5% |