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 | $60,347 | $99,985-39.6% | $146,665-58.9% | $85,850-29.7% |
| Participation rate | 96.0% | 73.1%+22.9pp | 80.1%+15.9pp | 69.3%+26.7pp |
| Annual return | 20.49% | 18.93%+1.6pp | 22.74%-2.3pp | 318.53%-298.0pp |
| Employer contribution / active EE | $1,656 | $2,559-35.3% | $4,136-60.0% | $2,565-35.5% |
| Participant deferral / active EE | $7,925 | $4,006+97.8% | $5,506+43.9% | $3,952+100.5% |
| Admin fee / account holder | $453 | $7,702-94.1% | $10,280-95.6% | $6,260-92.8% |