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 | $56,697 | $56,277+0.7% | $80,975-30.0% | $62,891-9.8% |
| Participation rate | 100.0% | 69.0%+31.0pp | 75.8%+24.2pp | 69.3%+30.7pp |
| Annual return | 6.73% | 22.12%-15.4pp | 17.10%-10.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $5,619 | $1,943+189.2% | $3,714+51.3% | $2,281+146.3% |
| Participant deferral / active EE | $7,263 | $4,195+73.1% | $5,696+27.5% | $3,203+126.8% |
| Admin fee / account holder | $1,848 | $3,741-50.6% | $5,516-66.5% | $4,296-57.0% |