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 | $67,258 | $45,073+49.2% | $69,455-3.2% | $72,985-7.8% |
| Participation rate | 83.3% | 68.5%+14.8pp | 74.6%+8.7pp | 69.5%+13.8pp |
| Annual return | 53.94% | 22.65%+31.3pp | 28.97%+25.0pp | 81.00%-27.1pp |
| Employer contribution / active EE | $6,237 | $2,054+203.7% | $2,779+124.4% | $2,440+155.6% |
| Participant deferral / active EE | $5,532 | $2,602+112.6% | $3,535+56.5% | $3,607+53.3% |
| Admin fee / account holder | $487 | $3,056-84.1% | $3,839-87.3% | $5,124-90.5% |