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 | $63,933 | $85,766-25.5% | $136,294-53.1% | $70,131-8.8% |
| Participation rate | 94.7% | 74.2%+20.6pp | 81.9%+12.8pp | 69.5%+25.2pp |
| Annual return | 19.13% | 31.45%-12.3pp | 5155.94%-5136.8pp | 73.14%-54.0pp |
| Employer contribution / active EE | $5,004 | $2,966+68.7% | $4,695+6.6% | $2,342+113.6% |
| Participant deferral / active EE | $2,872 | $5,051-43.1% | $6,247-54.0% | $3,332-13.8% |
| Admin fee / account holder | $979 | $5,420-81.9% | $9,243-89.4% | $4,645-78.9% |