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 | $69,559 | $89,355-22.2% | $141,162-50.7% | $72,985-4.7% |
| Participation rate | 88.2% | 75.1%+13.1pp | 82.5%+5.8pp | 69.5%+18.7pp |
| Annual return | 19.39% | 111.85%-92.5pp | 71.39%-52.0pp | 81.00%-61.6pp |
| Employer contribution / active EE | $7,053 | $3,114+126.5% | $4,735+48.9% | $2,440+189.1% |
| Participant deferral / active EE | $7,659 | $5,418+41.4% | $6,709+14.2% | $3,607+112.3% |
| Admin fee / account holder | $7,958 | $5,958+33.6% | $10,261-22.4% | $5,124+55.3% |