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 | $69,059 | $53,127+30.0% | $86,590-20.2% | $70,131-1.5% |
| Participation rate | 90.0% | 65.3%+24.7pp | 73.5%+16.5pp | 69.5%+20.5pp |
| Annual return | 15.04% | 27.66%-12.6pp | 964.84%-949.8pp | 73.14%-58.1pp |
| Employer contribution / active EE | $1,626 | $2,068-21.4% | $2,839-42.7% | $2,342-30.6% |
| Participant deferral / active EE | $4,470 | $2,696+65.8% | $3,609+23.9% | $3,332+34.2% |
| Admin fee / account holder | $1,071 | $3,585-70.1% | $4,906-78.2% | $4,645-76.9% |