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 | $67,784 | $78,705-13.9% | $117,854-42.5% | $70,131-3.3% |
| Participation rate | 75.0% | 73.2%+1.8pp | 79.7%-4.7pp | 69.5%+5.5pp |
| Annual return | 19.61% | 23.30%-3.7pp | 335.08%-315.5pp | 73.14%-53.5pp |
| Employer contribution / active EE | $3,467 | $2,223+55.9% | $3,786-8.4% | $2,342+48.0% |
| Participant deferral / active EE | $6,259 | $3,297+89.8% | $4,482+39.6% | $3,332+87.8% |
| Admin fee / account holder | $9,933 | $5,065+96.1% | $8,020+23.9% | $4,645+113.8% |