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 7-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 | $54,683 | $48,230+13.4% | $67,502-19.0% | $80,856-32.4% |
| Participation rate | 70.0% | 66.4%+3.6pp | 72.9%-2.9pp | 67.6%+2.4pp |
| Annual return | 16.38% | 18.28%-1.9pp | 3512.12%-3495.7pp | 35.59%-19.2pp |
| Employer contribution / active EE | $3,386 | $2,020+67.7% | $2,731+24.0% | $2,755+22.9% |
| Participant deferral / active EE | $6,237 | $2,924+113.3% | $4,000+55.9% | $4,296+45.2% |
| Admin fee / account holder | $3,000 | $3,681-18.5% | $3,998-25.0% | $6,918-56.6% |