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 | $57,231 | $149,679-61.8% | $117,039-51.1% | $147,584-61.2% |
| Participation rate | 94.4% | 83.5%+11.0pp | 77.2%+17.3pp | 82.8%+11.6pp |
| Annual return | 12.97% | 19.31%-6.3pp | 18.95%-6.0pp | 578.55%-565.6pp |
| Employer contribution / active EE | $2,665 | $4,937-46.0% | $3,785-29.6% | $4,876-45.3% |
| Participant deferral / active EE | $4,950 | $4,912+0.8% | $3,929+26.0% | $5,439-9.0% |
| Admin fee / account holder | $2,933 | $7,856-62.7% | $5,974-50.9% | $10,885-73.1% |