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 | $57,563 | $91,037-36.8% | $71,671-19.7% | $147,584-61.0% |
| Participation rate | 94.1% | 76.1%+18.0pp | 68.7%+25.4pp | 82.8%+11.3pp |
| Annual return | 24.23% | 20.48%+3.8pp | 20.65%+3.6pp | 578.55%-554.3pp |
| Employer contribution / active EE | $2,523 | $3,327-24.2% | $2,460+2.5% | $4,876-48.3% |
| Participant deferral / active EE | $6,316 | $4,498+40.4% | $3,438+83.7% | $5,439+16.1% |
| Admin fee / account holder | $2,206 | $8,613-74.4% | $5,558-60.3% | $10,885-79.7% |