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 | $71,493 | $51,175+39.7% | $70,515+1.4% | $75,163-4.9% |
| Participation rate | 95.5% | 60.9%+34.5pp | 68.3%+27.1pp | 67.2%+28.3pp |
| Annual return | 21.33% | 30.02%-8.7pp | 32.77%-11.4pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,334 | $1,826+27.8% | $2,973-21.5% | $2,670-12.6% |
| Participant deferral / active EE | $5,193 | $2,849+82.3% | $4,567+13.7% | $4,125+25.9% |
| Admin fee / account holder | $565 | $4,091-86.2% | $6,412-91.2% | $5,651-90.0% |