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 | $83,447 | $72,277+15.5% | $101,248-17.6% | $79,858+4.5% |
| Participation rate | 93.3% | 68.5%+24.9pp | 75.8%+17.5pp | 69.6%+23.7pp |
| Annual return | 15.15% | 22.30%-7.1pp | 46.47%-31.3pp | 31.71%-16.6pp |
| Employer contribution / active EE | $9,175 | $2,692+240.9% | $3,660+150.7% | $2,471+271.3% |
| Participant deferral / active EE | $6,386 | $3,282+94.6% | $4,370+46.1% | $3,740+70.7% |
| Admin fee / account holder | $2,024 | $4,400-54.0% | $5,945-66.0% | $5,306-61.9% |