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 | $57,645 | $78,705-26.8% | $117,854-51.1% | $70,131-17.8% |
| Participation rate | 82.9% | 73.2%+9.7pp | 79.7%+3.2pp | 69.5%+13.3pp |
| Annual return | 28.38% | 23.30%+5.1pp | 335.08%-306.7pp | 73.14%-44.8pp |
| Employer contribution / active EE | $2,865 | $2,223+28.8% | $3,786-24.3% | $2,342+22.3% |
| Participant deferral / active EE | $6,376 | $3,297+93.4% | $4,482+42.3% | $3,332+91.4% |
| Admin fee / account holder | $704 | $5,065-86.1% | $8,020-91.2% | $4,645-84.8% |