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 | $66,233 | $77,899-15.0% | $149,673-55.7% | $75,163-11.9% |
| Participation rate | 96.0% | 65.6%+30.4pp | 78.8%+17.2pp | 67.2%+28.8pp |
| Annual return | 29.37% | 31.72%-2.3pp | 134.42%-105.0pp | 160.62%-131.2pp |
| Employer contribution / active EE | $9,561 | $3,137+204.7% | $4,818+98.5% | $2,670+258.1% |
| Participant deferral / active EE | $6,237 | $3,411+82.9% | $5,680+9.8% | $4,125+51.2% |
| Admin fee / account holder | $710 | $5,956-88.1% | $13,210-94.6% | $5,651-87.4% |