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 | $69,311 | $58,851+17.8% | $115,157-39.8% | $72,985-5.0% |
| Participation rate | 83.3% | 65.5%+17.8pp | 75.9%+7.4pp | 69.5%+13.8pp |
| Annual return | 42.26% | 23.16%+19.1pp | 35.60%+6.7pp | 81.00%-38.7pp |
| Employer contribution / active EE | $2,930 | $1,798+63.0% | $3,179-7.8% | $2,440+20.1% |
| Participant deferral / active EE | $6,671 | $2,643+152.5% | $4,168+60.0% | $3,607+84.9% |
| Admin fee / account holder | $1,799 | $6,370-71.8% | $7,088-74.6% | $5,124-64.9% |