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 | $61,186 | $53,127+15.2% | $86,590-29.3% | $70,131-12.8% |
| Participation rate | 92.3% | 65.3%+27.0pp | 73.5%+18.8pp | 69.5%+22.8pp |
| Annual return | 15.60% | 27.66%-12.1pp | 964.84%-949.2pp | 73.14%-57.5pp |
| Employer contribution / active EE | $3,098 | $2,068+49.8% | $2,839+9.1% | $2,342+32.2% |
| Participant deferral / active EE | $6,585 | $2,696+144.3% | $3,609+82.5% | $3,332+97.6% |
| Admin fee / account holder | $727 | $3,585-79.7% | $4,906-85.2% | $4,645-84.4% |