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 | $69,647 | $51,175+36.1% | $70,515-1.2% | $75,163-7.3% |
| Participation rate | 90.7% | 60.9%+29.8pp | 68.3%+22.4pp | 67.2%+23.5pp |
| Annual return | 17.51% | 30.02%-12.5pp | 32.77%-15.3pp | 160.62%-143.1pp |
| Employer contribution / active EE | $3,970 | $1,826+117.4% | $2,973+33.5% | $2,670+48.7% |
| Participant deferral / active EE | $6,638 | $2,849+133.0% | $4,567+45.3% | $4,125+60.9% |
| Admin fee / account holder | $1,508 | $4,091-63.1% | $6,412-76.5% | $5,651-73.3% |