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 | $49,014 | $64,348-23.8% | $90,160-45.6% | $70,131-30.1% |
| Participation rate | 93.5% | 70.4%+23.0pp | 76.9%+16.6pp | 69.5%+23.9pp |
| Annual return | 32.04% | 28.13%+3.9pp | 34.88%-2.8pp | 73.14%-41.1pp |
| Employer contribution / active EE | $3,516 | $2,046+71.9% | $3,318+6.0% | $2,342+50.1% |
| Participant deferral / active EE | $6,022 | $4,389+37.2% | $5,288+13.9% | $3,332+80.7% |
| Admin fee / account holder | $8,357 | $3,944+111.9% | $5,943+40.6% | $4,645+79.9% |