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 | $67,088 | $59,839+12.1% | $81,983-18.2% | $79,858-16.0% |
| Participation rate | 96.4% | 61.6%+34.7pp | 69.2%+27.1pp | 69.6%+26.7pp |
| Annual return | 12.27% | 17.56%-5.3pp | 41.31%-29.0pp | 31.71%-19.4pp |
| Employer contribution / active EE | $3,254 | $1,713+89.9% | $2,498+30.3% | $2,471+31.7% |
| Participant deferral / active EE | $2,852 | $2,695+5.8% | $3,722-23.4% | $3,740-23.8% |
| Admin fee / account holder | $2,083 | $4,287-51.4% | $5,664-63.2% | $5,306-60.7% |