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 | $59,620 | $53,127+12.2% | $86,590-31.1% | $70,131-15.0% |
| Participation rate | 85.2% | 65.3%+19.9pp | 73.5%+11.6pp | 69.5%+15.6pp |
| Annual return | 19.61% | 27.66%-8.0pp | 964.84%-945.2pp | 73.14%-53.5pp |
| Employer contribution / active EE | $2,807 | $2,068+35.7% | $2,839-1.2% | $2,342+19.8% |
| Participant deferral / active EE | $7,534 | $2,696+179.5% | $3,609+108.8% | $3,332+126.1% |
| Admin fee / account holder | $4,258 | $3,585+18.8% | $4,906-13.2% | $4,645-8.3% |