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 | $50,011 | $48,046+4.1% | $84,611-40.9% | $72,985-31.5% |
| Participation rate | 87.5% | 57.6%+29.9pp | 68.2%+19.3pp | 69.5%+18.0pp |
| Annual return | 24.90% | 37.38%-12.5pp | 258.74%-233.8pp | 81.00%-56.1pp |
| Employer contribution / active EE | $2,371 | $1,602+48.0% | $2,652-10.6% | $2,440-2.8% |
| Participant deferral / active EE | $4,729 | $2,680+76.4% | $3,899+21.3% | $3,607+31.1% |
| Admin fee / account holder | $3,552 | $3,395+4.6% | $4,912-27.7% | $5,124-30.7% |