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 | $54,925 | $45,343+21.1% | $150,298-63.5% | $67,986-19.2% |
| Participation rate | 99.1% | 51.9%+47.2pp | 77.8%+21.3pp | 57.2%+41.8pp |
| Annual return | 14.96% | 33.28%-18.3pp | 62.79%-47.8pp | 31.67%-16.7pp |
| Employer contribution / active EE | $2,415 | $1,462+65.2% | $4,154-41.9% | $2,019+19.6% |
| Participant deferral / active EE | $5,614 | $2,055+173.2% | $5,453+3.0% | $3,358+67.2% |
| Admin fee / account holder | $5,564 | $2,250+147.3% | $14,116-60.6% | $3,203+73.7% |