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 | $84,364 | $68,547+23.1% | $120,354-29.9% | $80,856+4.3% |
| Participation rate | 72.0% | 61.6%+10.4pp | 71.9%+0.1pp | 67.6%+4.4pp |
| Annual return | 20.46% | 23.60%-3.1pp | 107.15%-86.7pp | 35.59%-15.1pp |
| Employer contribution / active EE | $4,091 | $2,051+99.4% | $3,463+18.1% | $2,755+48.5% |
| Participant deferral / active EE | $9,790 | $3,173+208.5% | $4,991+96.1% | $4,296+127.9% |
| Admin fee / account holder | $2,008 | $5,732-65.0% | $9,423-78.7% | $6,918-71.0% |