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 | $68,709 | $101,724-32.5% | $164,813-58.3% | $80,856-15.0% |
| Participation rate | 97.2% | 71.8%+25.4pp | 78.6%+18.6pp | 67.6%+29.6pp |
| Annual return | 22.99% | 16.72%+6.3pp | 69.93%-46.9pp | 35.59%-12.6pp |
| Employer contribution / active EE | $4,167 | $2,953+41.1% | $4,341-4.0% | $2,755+51.2% |
| Participant deferral / active EE | $2,397 | $4,477-46.5% | $6,031-60.3% | $4,296-44.2% |
| Admin fee / account holder | $785 | $8,227-90.5% | $12,690-93.8% | $6,918-88.6% |