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 | $50,371 | $91,019-44.7% | $392,568-87.2% | $72,985-31.0% |
| Participation rate | 97.7% | 74.4%+23.4pp | 78.1%+19.7pp | 69.5%+28.2pp |
| Annual return | 25.14% | 20.00%+5.1pp | 24.42%+0.7pp | 81.00%-55.9pp |
| Employer contribution / active EE | $3,881 | $2,751+41.1% | $3,783+2.6% | $2,440+59.1% |
| Participant deferral / active EE | $9,794 | $4,570+114.3% | $5,985+63.6% | $3,607+171.5% |
| Admin fee / account holder | $865 | $4,895-82.3% | $6,260-86.2% | $5,124-83.1% |