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 9-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 | $73,196 | $54,762+33.7% | $90,281-18.9% | $72,985+0.3% |
| Participation rate | 90.0% | 65.1%+24.9pp | 73.3%+16.7pp | 69.5%+20.5pp |
| Annual return | 28.09% | 30.63%-2.5pp | 78.10%-50.0pp | 81.00%-52.9pp |
| Employer contribution / active EE | $2,768 | $2,092+32.3% | $2,854-3.0% | $2,440+13.5% |
| Participant deferral / active EE | $6,409 | $2,887+122.0% | $3,885+64.9% | $3,607+77.7% |
| Admin fee / account holder | $7,995 | $3,972+101.3% | $5,351+49.4% | $5,124+56.0% |