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 | $74,321 | $51,576+44.1% | $129,207-42.5% | $80,856-8.1% |
| Participation rate | 82.0% | 57.0%+25.0pp | 69.6%+12.4pp | 67.6%+14.4pp |
| Annual return | 11.41% | 20.81%-9.4pp | 9417.33%-9405.9pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,705 | $1,584+70.8% | $4,153-34.9% | $2,755-1.8% |
| Participant deferral / active EE | $5,420 | $2,669+103.1% | $4,168+30.1% | $4,296+26.2% |
| Admin fee / account holder | $799 | $4,305-81.4% | $7,715-89.6% | $6,918-88.5% |