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 | $64,214 | $53,127+20.9% | $86,590-25.8% | $70,131-8.4% |
| Participation rate | 81.0% | 65.3%+15.6pp | 73.5%+7.4pp | 69.5%+11.4pp |
| Annual return | 17.90% | 27.66%-9.8pp | 964.84%-946.9pp | 73.14%-55.2pp |
| Employer contribution / active EE | $735 | $2,068-64.5% | $2,839-74.1% | $2,342-68.6% |
| Participant deferral / active EE | $4,073 | $2,696+51.1% | $3,609+12.9% | $3,332+22.2% |
| Admin fee / account holder | $12,608 | $3,585+251.6% | $4,906+157.0% | $4,645+171.4% |