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 | $59,694 | $78,705-24.2% | $117,854-49.3% | $70,131-14.9% |
| Participation rate | 78.9% | 73.2%+5.8pp | 79.7%-0.7pp | 69.5%+9.4pp |
| Annual return | 19.30% | 23.30%-4.0pp | 335.08%-315.8pp | 73.14%-53.8pp |
| Employer contribution / active EE | $4,488 | $2,223+101.9% | $3,786+18.5% | $2,342+91.6% |
| Participant deferral / active EE | $6,079 | $3,297+84.4% | $4,482+35.6% | $3,332+82.4% |
| Admin fee / account holder | $1,122 | $5,065-77.8% | $8,020-86.0% | $4,645-75.8% |