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 | $53,889 | $57,828-6.8% | $117,039-54.0% | $70,131-23.2% |
| Participation rate | 84.0% | 67.1%+16.9pp | 77.2%+6.8pp | 69.5%+14.5pp |
| Annual return | 71.81% | 17.55%+54.3pp | 18.95%+52.9pp | 73.14%-1.3pp |
| Employer contribution / active EE | $3,028 | $1,816+66.8% | $3,785-20.0% | $2,342+29.3% |
| Participant deferral / active EE | $3,901 | $2,438+60.0% | $3,929-0.7% | $3,332+17.1% |
| Admin fee / account holder | $950 | $3,548-73.2% | $5,974-84.1% | $4,645-79.6% |