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 | $63,847 | $78,672-18.8% | $109,143-41.5% | $85,850-25.6% |
| Participation rate | 92.6% | 68.3%+24.3pp | 75.9%+16.7pp | 69.3%+23.3pp |
| Annual return | 13.14% | 25.09%-11.9pp | 25.75%-12.6pp | 318.53%-305.4pp |
| Employer contribution / active EE | $4,032 | $2,735+47.4% | $3,722+8.3% | $2,565+57.2% |
| Participant deferral / active EE | $6,868 | $3,467+98.1% | $4,653+47.6% | $3,952+73.8% |
| Admin fee / account holder | $9,947 | $5,469+81.9% | $6,752+47.3% | $6,260+58.9% |