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 | $71,599 | $91,190-21.5% | $178,490-59.9% | $79,858-10.3% |
| Participation rate | 92.3% | 69.2%+23.1pp | 81.9%+10.4pp | 69.6%+22.7pp |
| Annual return | 31.72% | 24.19%+7.5pp | 151.07%-119.3pp | 31.71%0pp |
| Employer contribution / active EE | $4,560 | $3,256+40.1% | $5,011-9.0% | $2,471+84.6% |
| Participant deferral / active EE | $11,465 | $3,236+254.3% | $5,202+120.4% | $3,740+206.5% |
| Admin fee / account holder | $4,388 | $6,751-35.0% | $13,984-68.6% | $5,306-17.3% |