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 | $68,610 | $93,571-26.7% | $135,903-49.5% | $75,163-8.7% |
| Participation rate | 96.0% | 75.2%+20.8pp | 81.9%+14.1pp | 67.2%+28.8pp |
| Annual return | 22.97% | 30.90%-7.9pp | 68.23%-45.3pp | 160.62%-137.7pp |
| Employer contribution / active EE | $6,666 | $3,537+88.5% | $4,856+37.3% | $2,670+149.7% |
| Participant deferral / active EE | $11,139 | $6,404+73.9% | $7,758+43.6% | $4,125+170.0% |
| Admin fee / account holder | $411 | $6,975-94.1% | $10,762-96.2% | $5,651-92.7% |