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 | $57,575 | $77,523-25.7% | $100,383-42.6% | $80,874-28.8% |
| Participation rate | 96.0% | 77.0%+19.0pp | 81.5%+14.5pp | 67.6%+28.4pp |
| Annual return | 18.36% | 37.21%-18.8pp | 49.26%-30.9pp | 35.62%-17.3pp |
| Employer contribution / active EE | $5,808 | $2,801+107.3% | $3,944+47.3% | $2,756+110.8% |
| Participant deferral / active EE | $10,322 | $6,822+51.3% | $8,086+27.7% | $4,297+140.2% |
| Admin fee / account holder | $18,547 | $5,899+214.4% | $7,900+134.8% | $6,935+167.4% |