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 | $69,021 | $58,851+17.3% | $115,157-40.1% | $72,985-5.4% |
| Participation rate | 88.5% | 65.5%+22.9pp | 75.9%+12.6pp | 69.5%+19.0pp |
| Annual return | 27.55% | 23.16%+4.4pp | 35.60%-8.1pp | 81.00%-53.5pp |
| Employer contribution / active EE | $4,729 | $1,798+163.1% | $3,179+48.8% | $2,440+93.8% |
| Participant deferral / active EE | $7,095 | $2,643+168.5% | $4,168+70.2% | $3,607+96.7% |
| Admin fee / account holder | $988 | $6,370-84.5% | $7,088-86.1% | $5,124-80.7% |