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 | $80,677 | $63,861+26.3% | $104,607-22.9% | $79,858+1.0% |
| Participation rate | 72.5% | 64.9%+7.6pp | 74.1%-1.6pp | 69.6%+2.9pp |
| Annual return | 14.71% | 21.30%-6.6pp | 340.46%-325.8pp | 31.71%-17.0pp |
| Employer contribution / active EE | $826 | $1,588-48.0% | $2,681-69.2% | $2,471-66.6% |
| Participant deferral / active EE | $4,821 | $2,693+79.0% | $3,740+28.9% | $3,740+28.9% |
| Admin fee / account holder | $831 | $4,185-80.1% | $6,473-87.2% | $5,306-84.3% |