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 | $86,513 | $81,233+6.5% | $155,567-44.4% | $80,874+7.0% |
| Participation rate | 92.1% | 66.2%+25.9pp | 78.2%+13.9pp | 67.6%+24.5pp |
| Annual return | 19.41% | 33.33%-13.9pp | 64.74%-45.3pp | 35.62%-16.2pp |
| Employer contribution / active EE | $7,434 | $3,101+139.7% | $4,674+59.0% | $2,756+169.8% |
| Participant deferral / active EE | $5,693 | $3,452+64.9% | $5,628+1.2% | $4,297+32.5% |
| Admin fee / account holder | $580 | $7,998-92.7% | $15,916-96.4% | $6,935-91.6% |