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 | $60,523 | $72,277-16.3% | $101,248-40.2% | $79,858-24.2% |
| Participation rate | 96.3% | 68.5%+27.8pp | 75.8%+20.5pp | 69.6%+26.7pp |
| Annual return | 26.28% | 22.30%+4.0pp | 46.47%-20.2pp | 31.71%-5.4pp |
| Employer contribution / active EE | $5,386 | $2,692+100.1% | $3,660+47.2% | $2,471+118.0% |
| Participant deferral / active EE | $5,790 | $3,282+76.4% | $4,370+32.5% | $3,740+54.8% |
| Admin fee / account holder | $920 | $4,400-79.1% | $5,945-84.5% | $5,306-82.7% |