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 | $58,685 | $77,813-24.6% | $123,544-52.5% | $64,186-8.6% |
| Participation rate | 97.3% | 74.7%+22.6pp | 82.3%+15.0pp | 69.6%+27.7pp |
| Annual return | 26.87% | 12.48%+14.4pp | 119.20%-92.3pp | 7.63%+19.2pp |
| Employer contribution / active EE | $4,847 | $3,014+60.8% | $4,628+4.7% | $2,381+103.6% |
| Participant deferral / active EE | $10,196 | $5,240+94.6% | $6,426+58.7% | $3,470+193.9% |
| Admin fee / account holder | $2,546 | $5,519-53.9% | $9,284-72.6% | $4,888-47.9% |