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 | $71,943 | $54,762+31.4% | $90,281-20.3% | $72,985-1.4% |
| Participation rate | 97.3% | 65.1%+32.2pp | 73.3%+24.0pp | 69.5%+27.8pp |
| Annual return | 21.20% | 30.63%-9.4pp | 78.10%-56.9pp | 81.00%-59.8pp |
| Employer contribution / active EE | $5,101 | $2,092+143.8% | $2,854+78.7% | $2,440+109.1% |
| Participant deferral / active EE | $4,744 | $2,887+64.3% | $3,885+22.1% | $3,607+31.5% |
| Admin fee / account holder | $28,203 | $3,972+610.0% | $5,351+427.0% | $5,124+450.4% |