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 | $68,185 | $58,828+15.9% | $77,999-12.6% | $62,891+8.4% |
| Participation rate | 90.2% | 71.1%+19.2pp | 75.5%+14.7pp | 69.3%+20.9pp |
| Annual return | 9.24% | 17.16%-7.9pp | 425.96%-416.7pp | 20.14%-10.9pp |
| Employer contribution / active EE | $6,904 | $1,672+313.0% | $2,470+179.5% | $2,281+202.7% |
| Participant deferral / active EE | $4,207 | $2,686+56.6% | $3,497+20.3% | $3,203+31.3% |
| Admin fee / account holder | $937 | $4,393-78.7% | $5,480-82.9% | $4,296-78.2% |