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 | $87,567 | $107,015-18.2% | $73,545+19.1% | $147,584-40.7% |
| Participation rate | 77.8% | 66.4%+11.4pp | 54.9%+22.8pp | 82.8%-5.1pp |
| Annual return | 14.25% | 38.25%-24.0pp | -15.16%+29.4pp | 578.55%-564.3pp |
| Employer contribution / active EE | $2,053 | $1,760+16.7% | $1,219+68.5% | $4,876-57.9% |
| Participant deferral / active EE | $5,513 | $2,462+123.9% | $1,806+205.2% | $5,439+1.4% |
| Admin fee / account holder | $4,398 | $3,055+44.0% | $2,320+89.6% | $10,885-59.6% |