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 | $58,616 | $81,460-28.0% | $103,333-43.3% | $80,856-27.5% |
| Participation rate | 96.0% | 66.8%+29.2pp | 74.5%+21.5pp | 67.6%+28.4pp |
| Annual return | 10.71% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $6,702 | $3,105+115.8% | $3,868+73.3% | $2,755+143.3% |
| Participant deferral / active EE | $3,183 | $3,869-17.7% | $5,057-37.1% | $4,296-25.9% |
| Admin fee / account holder | $475 | $6,566-92.8% | $8,355-94.3% | $6,918-93.1% |