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 | $57,871 | $43,075+34.3% | $74,583-22.4% | $62,891-8.0% |
| Participation rate | 97.1% | 58.1%+39.0pp | 68.1%+28.9pp | 69.3%+27.8pp |
| Annual return | 6.02% | 17.50%-11.5pp | 20.47%-14.4pp | 20.14%-14.1pp |
| Employer contribution / active EE | $5,830 | $1,498+289.3% | $2,525+130.9% | $2,281+155.6% |
| Participant deferral / active EE | $8,191 | $2,389+242.8% | $3,458+136.9% | $3,203+155.7% |
| Admin fee / account holder | $596 | $2,840-79.0% | $4,138-85.6% | $4,296-86.1% |