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 | $68,936 | $53,127+29.8% | $86,590-20.4% | $70,131-1.7% |
| Participation rate | 96.0% | 65.3%+30.7pp | 73.5%+22.5pp | 69.5%+26.5pp |
| Annual return | 16.00% | 27.66%-11.7pp | 964.84%-948.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $3,218 | $2,068+55.6% | $2,839+13.3% | $2,342+37.4% |
| Participant deferral / active EE | $3,537 | $2,696+31.2% | $3,609-2.0% | $3,332+6.2% |
| Admin fee / account holder | $3,795 | $3,585+5.8% | $4,906-22.6% | $4,645-18.3% |