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 | $73,205 | $48,076+52.3% | $78,689-7.0% | $62,891+16.4% |
| Participation rate | 93.3% | 65.2%+28.1pp | 73.6%+19.8pp | 69.3%+24.0pp |
| Annual return | 10.52% | 31.35%-20.8pp | 62.18%-51.7pp | 20.14%-9.6pp |
| Employer contribution / active EE | $4,014 | $2,015+99.2% | $2,851+40.8% | $2,281+76.0% |
| Participant deferral / active EE | $5,428 | $2,588+109.8% | $3,517+54.3% | $3,203+69.5% |
| Admin fee / account holder | $1,091 | $3,207-66.0% | $4,510-75.8% | $4,296-74.6% |