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 | $71,192 | $95,266-25.3% | $82,389-13.6% | $142,382-50.0% |
| Participation rate | 92.3% | 74.5%+17.8pp | 69.5%+22.8pp | 80.1%+12.2pp |
| Annual return | 11.83% | 25.74%-13.9pp | 28.67%-16.8pp | 217.08%-205.2pp |
| Employer contribution / active EE | $4,291 | $2,991+43.5% | $2,517+70.5% | $4,299-0.2% |
| Participant deferral / active EE | $7,004 | $4,809+45.6% | $4,155+68.6% | $6,507+7.6% |
| Admin fee / account holder | $67,372 | $8,563+686.7% | $7,231+831.8% | $12,624+433.7% |