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 | $49,915+10.0% | $154,803-64.5% | $74,304-26.1% |
| Participation rate | 99.1% | 54.0%+45.1pp | 78.1%+21.0pp | 60.3%+38.7pp |
| Annual return | 14.96% | 34.06%-19.1pp | 58.88%-43.9pp | 29.43%-14.5pp |
| Employer contribution / active EE | $2,415 | $1,611+49.9% | $4,305-43.9% | $2,241+7.7% |
| Participant deferral / active EE | $5,614 | $2,255+149.0% | $5,540+1.3% | $3,767+49.0% |
| Admin fee / account holder | $5,564 | $2,189+154.2% | $14,329-61.2% | $2,969+87.4% |