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 | $64,058 | $58,851+8.8% | $115,157-44.4% | $72,985-12.2% |
| Participation rate | 94.6% | 65.5%+29.0pp | 75.9%+18.7pp | 69.5%+25.1pp |
| Annual return | 19.88% | 23.16%-3.3pp | 35.60%-15.7pp | 81.00%-61.1pp |
| Employer contribution / active EE | $5,588 | $1,798+210.8% | $3,179+75.8% | $2,440+129.0% |
| Participant deferral / active EE | $4,075 | $2,643+54.2% | $4,168-2.2% | $3,607+13.0% |
| Admin fee / account holder | $1,843 | $6,370-71.1% | $7,088-74.0% | $5,124-64.0% |