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 | $56,264 | $71,050-20.8% | $93,606-39.9% | $80,856-30.4% |
| Participation rate | 92.3% | 60.4%+31.9pp | 68.7%+23.6pp | 67.6%+24.7pp |
| Annual return | 13.43% | 11.26%+2.2pp | 133.20%-119.8pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,297 | $1,564+46.9% | $2,420-5.1% | $2,755-16.6% |
| Participant deferral / active EE | $5,745 | $4,034+42.4% | $4,411+30.2% | $4,296+33.7% |
| Admin fee / account holder | $581 | $6,945-91.6% | $8,285-93.0% | $6,918-91.6% |