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 | $71,297 | $48,076+48.3% | $78,689-9.4% | $62,891+13.4% |
| Participation rate | 90.5% | 65.2%+25.3pp | 73.6%+16.9pp | 69.3%+21.2pp |
| Annual return | 9.48% | 31.35%-21.9pp | 62.18%-52.7pp | 20.14%-10.7pp |
| Employer contribution / active EE | $2,133 | $2,015+5.9% | $2,851-25.2% | $2,281-6.5% |
| Participant deferral / active EE | $8,532 | $2,588+229.7% | $3,517+142.6% | $3,203+166.4% |
| Admin fee / account holder | $8,440 | $3,207+163.2% | $4,510+87.1% | $4,296+96.5% |