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 | $75,880 | $72,277+5.0% | $101,248-25.1% | $79,858-5.0% |
| Participation rate | 94.5% | 68.5%+26.1pp | 75.8%+18.7pp | 69.6%+24.9pp |
| Annual return | 13.44% | 22.30%-8.9pp | 46.47%-33.0pp | 31.71%-18.3pp |
| Employer contribution / active EE | $15,166 | $2,692+463.5% | $3,660+314.4% | $2,471+513.8% |
| Participant deferral / active EE | $2,741 | $3,282-16.5% | $4,370-37.3% | $3,740-26.7% |
| Admin fee / account holder | $8,097 | $4,400+84.0% | $5,945+36.2% | $5,306+52.6% |