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 | $62,637 | $46,553+34.6% | $64,056-2.2% | $75,163-16.7% |
| Participation rate | 93.0% | 65.9%+27.0pp | 72.3%+20.7pp | 67.2%+25.8pp |
| Annual return | 19.59% | 26.03%-6.4pp | 33.69%-14.1pp | 160.62%-141.0pp |
| Employer contribution / active EE | $2,777 | $1,974+40.7% | $2,747+1.1% | $2,670+4.0% |
| Participant deferral / active EE | $6,669 | $2,837+135.1% | $3,880+71.9% | $4,125+61.7% |
| Admin fee / account holder | $451 | $2,952-84.7% | $3,068-85.3% | $5,651-92.0% |