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 | $60,056 | $81,460-26.3% | $103,333-41.9% | $80,856-25.7% |
| Participation rate | 97.1% | 66.8%+30.2pp | 74.5%+22.5pp | 67.6%+29.4pp |
| Annual return | 14.37% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.2pp |
| Employer contribution / active EE | $8,540 | $3,105+175.0% | $3,868+120.8% | $2,755+210.0% |
| Participant deferral / active EE | $4,562 | $3,869+17.9% | $5,057-9.8% | $4,296+6.2% |
| Admin fee / account holder | $574 | $6,566-91.3% | $8,355-93.1% | $6,918-91.7% |