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 | $58,064 | $57,354+1.2% | $83,848-30.8% | $64,186-9.5% |
| Participation rate | 93.8% | 68.6%+25.1pp | 76.1%+17.6pp | 69.6%+24.2pp |
| Annual return | 8.97% | 11.38%-2.4pp | 850.88%-841.9pp | 7.63%+1.3pp |
| Employer contribution / active EE | $2,045 | $2,545-19.6% | $3,631-43.7% | $2,381-14.1% |
| Participant deferral / active EE | $4,406 | $2,993+47.2% | $4,082+7.9% | $3,470+27.0% |
| Admin fee / account holder | $5,092 | $4,046+25.9% | $5,478-7.0% | $4,888+4.2% |