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 | $76,425 | $60,892+25.5% | $82,389-7.2% | $84,808-9.9% |
| Participation rate | 85.3% | 63.3%+22.0pp | 69.5%+15.7pp | 68.3%+17.0pp |
| Annual return | 14.03% | 37.29%-23.3pp | 28.67%-14.6pp | 40.90%-26.9pp |
| Employer contribution / active EE | $5,658 | $1,779+218.0% | $2,517+124.8% | $2,631+115.1% |
| Participant deferral / active EE | $6,981 | $3,179+119.6% | $4,155+68.0% | $4,212+65.8% |
| Admin fee / account holder | $33,711 | $5,467+516.6% | $7,231+366.2% | $7,344+359.0% |