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 | $71,335 | $54,762+30.3% | $90,281-21.0% | $72,985-2.3% |
| Participation rate | 96.2% | 65.1%+31.0pp | 73.3%+22.9pp | 69.5%+26.7pp |
| Annual return | 18.98% | 30.63%-11.7pp | 78.10%-59.1pp | 81.00%-62.0pp |
| Employer contribution / active EE | $1,966 | $2,092-6.1% | $2,854-31.1% | $2,440-19.4% |
| Participant deferral / active EE | $5,156 | $2,887+78.6% | $3,885+32.7% | $3,607+42.9% |
| Admin fee / account holder | $10,553 | $3,972+165.7% | $5,351+97.2% | $5,124+105.9% |