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 | $73,241 | $59,839+22.4% | $81,983-10.7% | $79,858-8.3% |
| Participation rate | 84.3% | 61.6%+22.7pp | 69.2%+15.1pp | 69.6%+14.7pp |
| Annual return | 28.60% | 17.56%+11.0pp | 41.31%-12.7pp | 31.71%-3.1pp |
| Employer contribution / active EE | $6,709 | $1,713+291.5% | $2,498+168.6% | $2,471+171.5% |
| Participant deferral / active EE | $2,287 | $2,695-15.1% | $3,722-38.5% | $3,740-38.8% |
| Admin fee / account holder | $2,322 | $4,287-45.8% | $5,664-59.0% | $5,306-56.2% |